Capitalize on the 2025 Economic Outlook

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December 12, 2024

Capitalize on the 2025 Economic Outlook

Wealth Managers are in a great position to take advantage of the latest growth and innovation in investment research tools and harness future opportunities to meet evolving client expectations.  2024 is about to wrap up and many articles are surfacing regarding the 2025 winning bets. Of course, it takes more than getting tipped on a…
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Blog
December 9, 2024

Get Immediate ROI from AI in 2025! Charli AI Webinar

As AI continues to redefine business operations, organizations face a critical decision: to build custom AI solutions or to buy from established providers. Both options carry potential for impactful returns, but understanding the costs, timelines, and ultimate ROI is key to making the right choice for 2025 and beyond. In this webinar, join Kevin Collins,…
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News
November 20, 2024

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…
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News
November 18, 2024

Charli AI Recognized in 2024 Gartner® Cool Vendors™ for Artificial Intelligence in Banking and Investment Services.

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…
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Blog
November 18, 2024

How Charli AI is Leading the Charge in Compliance, Security, and Decision-Making

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…
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News
November 4, 2024

Kevin Collins Of Charli AI On The Future Of Artificial Intelligence

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…
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Blog
October 26, 2024

The Short Shelf Life of AI Models

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…
Read Post
Blog
October 21, 2024

Celebrating Our New York Roadshow: A Milestone for Charli AI!

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…
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Blog
October 19, 2024

The Gold Standard for Secure, Reliable, and Trusted AI in Finance

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,…
Read Post
Blog
October 15, 2024

What Powers Charli – Discover Multidimensional AI™

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…
Read Post
News
September 24, 2024

Charli Opens New US Headquarters on Wall Street

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 managers cope with the ever-increasing pace…
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Blog
May 30, 2024

Connecting Charli AI to the Snowflake Data Warehouse Cloud

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…
Read Post
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News
November 20, 2024

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…
Read Post
News
November 18, 2024

Charli AI Recognized in 2024 Gartner® Cool Vendors™ for Artificial Intelligence in Banking and Investment Services.

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…
Read Post
News
November 4, 2024

Kevin Collins Of Charli AI On The Future Of Artificial Intelligence

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…
Read Post
News
September 24, 2024

Charli Opens New US Headquarters on Wall Street

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 managers cope with the ever-increasing pace…
Read Post
News
April 9, 2024

Charli AI and FactSet Unite for Innovative AI-Driven Financial Analysis

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…
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News
April 9, 2024

Charli AI and FactSet revolutionize financial services sector by combining industry-leading financial data with advanced Multidimensional AI

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…
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News
December 17, 2023

Charli AI 4.0: A Quantum Leap with Multidimensional AI

Trusted and Scalable AI Operations for Financial Services Breakthroughs in multimodality, contextual cross-referencing, attention layers, and dynamic learning are advancing well beyond the capabilities of today's Generative AI. Multidimensional AI is proving that responsible, accurate, and scalable AI is a reality for Financial Service customers. At Charli AI we recognized several years ago that Generative…
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News
September 20, 2023

Charli AI Nominated for 2023 Technology Impact Awards

Charli AI is proud and honored to have been selected by BC Tech as a Finalist for the Gamechanger, Ambition Award at the 2023 Technology Impact Awards. We're counting down to celebrating the incredible BC tech community at the TIA Awards Gala on September 29th. Congrats to all the nominees! —————— VANCOUVER, B.C. June 15,…
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News
July 28, 2023

Charli AI’s founder & CEO Kevin Collins Interviewed on the Startup Canada Podcast

We do work in five minutes that would take a team of analysts 90 days.” Check out the latest episode of the @Startup Canada #StartupPodcast featuring our CEO @KevinCollins about leveraging AI to automate and supercharge decision making across the enterprise. Hear about Kevin's serial entrepreneur journey and the power of a well timed pivot. …
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News
June 1, 2023

Kevin Collins Interviewed in Business in Vancouver

Charli AI's founder Kevin Collins was recently interviewed for Business In Vancouver along with Lori Mathison, president and CEO of the Chartered Professional Accountants of British Columbia on the topic of artificial intelligence in finance and accounting. This was a great conversation highlighting some of the important topics and trends we're seeing in AI for…
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News
April 26, 2023

Charli AI Featured in BC Business

Charli AI CEO Kevin Collins discusses how Charli AI's new Ancaeus platform brings generative AI to major enterprises By Rushmila Rahman, BC Business Charli AI CEO, Kevin Collins, was recently interviewed by BC Business to discuss Charli AI, how AI is going to be implemented in business, and the amazing staff at Charli AI. Read…
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News
April 3, 2023

Charli AI Featured in Toronto Star

Charli AI CEO Kevin Collins on his first computer, AI hype, and why Charli can’t replace a human executive assistant By Brennan Doherty, Toronto Star | February 25, 2023 Charli AI CEO, Kevin Collins, was recently interviewed by the Toronto Star on the future of work, his love of computers and artificial intelligence, and why…
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Blog
December 12, 2024

Capitalize on the 2025 Economic Outlook

Wealth Managers are in a great position to take advantage of the latest growth and innovation in investment research tools and harness future opportunities to meet evolving client expectations.  2024 is about to wrap up and many articles are surfacing regarding the 2025 winning bets. Of course, it takes more than getting tipped on a…
Read Post
Blog
December 9, 2024

Get Immediate ROI from AI in 2025! Charli AI Webinar

As AI continues to redefine business operations, organizations face a critical decision: to build custom AI solutions or to buy from established providers. Both options carry potential for impactful returns, but understanding the costs, timelines, and ultimate ROI is key to making the right choice for 2025 and beyond. In this webinar, join Kevin Collins,…
Read Post
Blog
November 18, 2024

How Charli AI is Leading the Charge in Compliance, Security, and Decision-Making

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…
Read Post
Blog
October 26, 2024

The Short Shelf Life of AI Models

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…
Read Post
Blog
October 21, 2024

Celebrating Our New York Roadshow: A Milestone for Charli AI!

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…
Read Post
Blog
October 19, 2024

The Gold Standard for Secure, Reliable, and Trusted AI in Finance

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,…
Read Post
Blog
October 15, 2024

What Powers Charli – Discover Multidimensional AI™

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…
Read Post
Blog
May 30, 2024

Connecting Charli AI to the Snowflake Data Warehouse Cloud

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…
Read Post
Blog
May 24, 2024

How Will AI Affect the Markets?

Will AI hurt the stock market, benefit the stock market or have no effect? AI is growing at a very rapid pace and changing the way we look at the world. AI is being implemented across all aspects of our lives, so the question stands, how will the market be effected? In this clip from…
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Blog
May 24, 2024

Will AI Take Your Job?

How will AI affect the workplace? Should we fear the impact AI will have on our jobs? In this video, we explore how AI is changing jobs and creating new opportunities, particularly on Wall Street. Join us as we discuss the impact of AI on the future of the workplace.
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Blog
May 24, 2024

Can We Truly Trust AI?

AI is nothing new, although it has been growing very rapidly in the past few years. With many new AI models and applications on the rise, trust is a key factor in how we apply this very useful tool. In this clip from our webinar "How AI Has Impacted Wall Street," we explore opposing views…
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Blog
May 24, 2024

Deep Dive on Q&A

In this video, we dive into Charli's question and answer feature within AI Due Diligence projects. When Charli has completed a Due Diligence report, interact with the AI to gain further insights and information surrounding the report. Ask questions on the data provided as well as further questions on the company.
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