Charli is an Equity Research Analyst in Your Pocket

NEW YORK, Nov. 20, 2024 (GLOBE NEWSWIRE) -- Charli AI Inc. (“Charli AI” or the “Company”), the powerful AI solution designed for investment services, announces the launch of Charli 5.0, marking the beginning of a new era in equity research. Designed for Wealth Managers, Portfolio Managers, and Registered Investment Advisors (RIAs), Charli 5.0 introduces fully…

According to Gartner: AI offers opportunities but also poses unique threats in security, bias, compliance, and market disruption. Banking and investment CIOs should evaluate innovative vendors in this report to enhance AI's business impact while ensuring regulatory compliance and resilience against cyberthreats. We are proud to announce that Charli AI has been named a Gartner Cool Vendor in…

As AI continues to transform industries worldwide, Kevin Collins, CEO of Charli AI, is spearheading its evolution in the financial services sector. In a recent interview on Nasdaq Trade Talks, Kevin shared his thoughts on AI's growing role, its potential to streamline complex tasks like compliance, and its impact on decision-making in finance. The Hype Around…

An Interview With David Leichner, CMO at Cybellum - Published in Authority Magazine - November 4, 2024 AI as a Chief of Staff: With AI, we can finally have a “Chief of Staff” that takes over repetitive, mundane tasks, freeing up more time for creative and strategic thinking. Aspart of our series about the future…

Yes, your AI models have a "best before" date. For anyone that comes out of the world of technology, the old school thinking and approach to software development needs to be thrown out. AI is a completely different beast and the models you are thinking about building, training, and using in your business will have…

Celebrating Our New York Roadshow Recently, Charli AI embarked on an exciting journey to New York City for what we are calling the New York Roadshow following the opening of our new US headquarters on Wall Street! This experience allowed us to strengthen partnerships and showcase our growth in the financial industry. Our trip kicked…

The Gold Standard for AI in Finance Charli started as a simple, yet powerful idea in 2018 to develop a 'chief of staff' that gives people more time by automating complex, repetitive tasks. From the outset Charli needed to be capable of handling complex, data-driven challenges and intelligently designed to not just be a tool,…

Discover Multidimensional AI™ Charli AI’s groundbreaking Multidimensional AI™ is revolutionary in many respects as it applies autonomous decision flows with dynamic learning and advanced multimodal analysis to deliver scale and accuracy. It goes well beyond the current state of Generative AI that is quickly falling behind on achieving the results needed in sophisticated industries such…

Charli AI Signs OMERS Pension Fund! SEPTEMBER 2024 – 40 Wall Street NEW YORK, NY Charli AI, a leader in financial services solutions, is thrilled to announce the opening of its new US headquarters located on 40 Wall Street, New York City. This strategic move marks a significant milestone in the company’s mission to re-imagine how portfolio…

In this video, we demonstrate how to connect Charli AI to the Snowflake Data Warehouse Cloud Platform and use it for automated analysis. You will learn how to pull information from Snowflake into the AI due diligence process, using Apple as an example. The process is simple and only requires authorizing access to the Snowflake…

APRIL 3, 2024 BY ROBERT LEWIS - TECHCOUVER Vancouver’s Charli AI has struck a strategic partnership with FactSet to bring a first-of-its-kind financial analysis solution that consolidates leading financial data with advanced Multidimensional AI. The new partnership provides financial services institutions with an easy-to-use, out-of-the-box, joint product offering that provides an entirely new level of instant…

VANCOUVER, BRITISH COLUMBIA, April 3, 2024 Charli AI and FactSet have embarked on a strategic partnership to bring a first-of-its-kind financial analysis solution that consolidates leading financial data with advanced Multidimensional AI. The new partnership provides financial services institutions with an easy-to-use, out-of-the-box, joint product offering that provides an entirely new level of instant access…