Download Daizy’s Guide to Trusted Financial AI
“Where do we begin with AI? How do we scale and avoid the common traps?”
We’ve written this guide to help financial firms navigate the next chapter of AI adoption with realism, optimism, and a clear sense of control. We hope it helps.
The Trust Imperative
Why is AI stalling in financial services?
Deborah Yang, Daizy’s CEO and former MSCI senior executive, shares what Asset Manager clients told us during work sessions with CEOs, CIOs, CMOs, and Compliance Officers.
Why don't financial professionals trust AI - yet? (#1)
Phil Beattie, Daizy’s Head of Business Development and former Head of ETF Licensing at MSCI, shares the 1st of the 3 pillars of trust in financial AI: Compliance.
How are ETF issuers already getting tangible value out of AI?
Levi Rasmussen, Daizy’s Head of Americas’ Client Solutions, shares how ETF clients have reduced their regulatory reporting process down to minutes from days, across hundreds of funds.
Why don't financial professionals trust AI - yet? (#2)
Jonty Hurwitz, Daizy’s Co-Founder, shares the 2nd of the 3 pillars of trust in financial AI: Context
How are Financial Advisors using AI to alleviate pain points?
Finbar Fowler, Daizy’s Head of Wealth Solutions, and formerly SVP of AI Strategy at LPL, shares how Daizy allows financial advisors to dramatically shorten their client reporting and meeting prep time.
Why don't financial professionals trust AI - yet? (#3)
Scott Harris, Daizy’s CTO and former Head of Development at StatPro, shares the 3rd of the 3 pillars of trust in financial AI: Transparency
How are ETF marketers already using Al?
Marc Fiore, Daizy’s CMO and former Blackrock MD, shares how our ETF clients are using Daizy to automatically write and repurpose marketing content across channels - in their own tone of voice.