Meet Donna
Your always-on analyst — watching your book, drafting your work, surfacing what matters. Built on your firm's data, with compliance in the substrate.
Same workflows. New pressure.
Research Sales teams are being asked to do more with the same day — and the day already looks like this.
8–12
tools open every morning just to triage what matters
200+
client relationships per Research Sales person, mostly tracked in their head
30–45 min
of personalization compressed into 10 minutes of generic outreach
None of this is your team's fault. The tooling hasn't kept up with what's possible.
Bolting AI features onto a CRM doesn't fix this.
AI as a feature is not the same as AI as a layer.
AI as a feature
“Summarize this contact” · “Draft an email” · “Show me a chart”
Invoked manually, one task at a time
Sits inside the same screen-and-form CRM
No memory of relationships across time
You ask, it answers — nothing proactive
AI as a layer
Always on. Watching your book. Acting on your rules.
Continuous — runs 24/7 against your data graph
Owns the workflow, not just one button
Persistent memory of every relationship
Proactive — surfaces what matters before you ask
The AI agent layer for capital markets
Running on top of your Datazoic data.
Always on
Donna runs continuously against your interactions, holdings, research engagement, and market data — 24 hours a day.
Always personal
Every output is grounded in real conversations, real holdings, and real client preferences. No generic AI filler.
Always yours
Your firm's data, your firm's prompts, your firm's compliance rules. Donna is configurable down to the individual user.
What Donna does all day, every day
Morning Brief
90 minutes of overnight triage, compressed into 5.
Donna prioritizes overnight events by who in your book holds the affected names and how recently you've engaged — so the morning starts with decisions, not tab-switching.
Ranked by impact — events ordered by holdings exposure and engagement recency
Drafts ready — personalized outreach pre-written for each high-priority opportunity
Open loops — promises made to clients, resurfaced when new evidence makes them actionable
Live Reel
Donna doesn't stop at 7 AM. She watches your book all day.
Two streams, one agent — engagement signals and proprietary intelligence, surfaced the moment they happen instead of discovered at the end of the day.
Activity — a repeat open of your note, a draft forwarded on, a reply that needs a meeting
Insights — filing changes in names your book holds, coordinated interest in one theme across your top clients, engagement shifts before they show up in the numbers
Prompt-Defined Feeds
Tell Donna what to watch for. In plain English.
Every user customizes what their Activity and Insights feeds surface — by editing the natural-language prompt that powers each stream. No admin ticket, no configuration screen.
“Show me when a top-tier client opens my email a second time.”
“Alert me when three or more clients show interest in the same theme this week.”
“Watch for unusual options activity on names my clients have asked about.”
Personalized at Scale
One template. A unique opener for every recipient.
Compose the body of the email once. Donna writes a personal opener for each recipient — anchored to their last conversation, holding, or stated interest — and the whole batch goes out in one click.
One template — your view, your analyst's note, your call to action, composed once
Unique openers — grounded in each recipient's real history, not mail-merge fields
Compliance built in — pre-cleared template, MNPI screening, audit log on every send
Ask Donna anything.
Ask about your book, your clients, or the market in plain language. Donna answers from your holdings, interactions, and research engagement — and shows the evidence behind every ranking.
Grounded in your firm's data — never in generic web knowledge
Evidence attached to every answer, down to the interaction
Every response auditable by your compliance team
Built for capital markets, not adapted to it
It's the data, not the model.
The data graph
Donna fuses holdings, revenues, interactions, and research engagement at the entity level — intelligence that only exists because it runs on the Datazoic data substrate, not on a chat window.
Your data is the moat.
The vertical workflows
Capital markets has its own grammar — vote share, MiFID II, MNPI, conference cycles, broker reviews. Donna speaks it natively instead of translating from generic sales language.
Vertical depth.
The compliance layer
MNPI controls, information barriers, auto-logging, full audit trail. Compliance isn't a feature bolted on at the end — it's how Donna is built from the ground up.
Built for regulated firms.
Compliance, built in.
Not a feature. The substrate.
MNPI controls
Every prompt is screened pre-flight. Information barriers enforced. Restricted-list securities flagged automatically.
MiFID II logging
Every interaction Donna surfaces or generates is auto-logged with full metadata. Your firm's existing supervision workflows still apply.
Audit trail
7-year retention by default. Every prompt version, every event surfaced, every action taken — all queryable by your compliance team.
Data residency
US, EU, and APAC deployment options, with on-premises and VPC available. Zero data retention with LLM providers — your data is never used for shared model training.
Your compliance team won't slow Donna down. They'll wonder why other tools don't work this way.
Your book is already generating the signals. Donna acts on them.
An always-on analyst for every Research Sales seat — watching your book, drafting your work, surfacing what matters, with compliance built in from the ground up.
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