Secure and Conditional State Propagation in Agentic AI
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Blog
October 4, 2026
Secure and Conditional State Propagation in Agentic AI
Today’s LLMs including the most recent and advanced models from the frontier labs are bad at context. Extraordinarily bad at context. And bigger context windows aren’t making them any better. That can be a shocking or somewhat awkward statement to start an article, and I’ll certainly get pushback from many on this one. That’s fine.…
Read Post
Blog
October 2, 2026
Human-in-the-Loop Doesn’t Scale at Machine Speed
The AI operations console looks clean and simple. Getting there is anything but. It requires multiple disciplines working together across monitoring, control, governance and human intervention to make real-time operations actually work. The irony in all of the AI discussion is that the more AI you deploy, the more humans you seem to need around…
Read Post
Blog
September 23, 2026
Agent Mutation
This might sound like another AI doomsday scenario with swarms and hive minds but it is not. It is far more practical and far more dangerous to enterprises in the wrong hands. The industry is currently obsessed with agent swarms and the dangers of collective intelligence. But if you duck under the covers and take…
Read Post
Blog
September 19, 2026
Cavemen with Blowtorches: The Skill Gap in AI
A recent article I wrote on Why Today’s AI Security is Structurally Broken caught an interesting comment on LinkedIn. Someone drew a direct line to the hiring side of things, pointing out how hard it is for managers to bridge the gap between science and engineering. Truth is, this gap has been around since the…
Read Post
Blog
September 17, 2026
Why Today’s AI Security is Structurally Broken
If you can’t figure out what needs to be protected. You are dead in the water. It sounds simple. A lot of people in the industry will even tell you it’s a solved problem. Names, numbers, IDs, a basic rules engine, a classifier here or there, and a pretty dashboard. That worked perfectly fine in…
Read Post
Blog
September 13, 2026
The AI Doomsday Distraction
I have avoided the fray as long as I could but the intensity of doomsday news hype and the calls by tech elites to slow down AI development is getting to the point of ridiculous. Whether I am watching CNN, BBC, CBC, CNBC or even Yahoo Finance, I cannot escape the doom, the fear, the…
Read Post
Blog
September 11, 2026
Why AI’s Real Threat is Your Leaking Intellectual Capital
It’s been a wild ride with AI this week. Between the rollout of OpenAI Astra and the mainstream media hyperventilating over “doomsday” scenarios, the noise is deafening. Other than tracking the actual technical capabilities of these new agentic models, I’m trying (partially) to stay out of the fray and remain focused on what actually matters…
Read Post
Blog
September 8, 2026
OpenAI Astra is Not a Model. It is an Interpretive Operating System. And That Should Scare You.
Trying to figure out what’s going on inside that black box. Every time a new technology arrives, good, hard-earned engineering practices seem to get thrown right out the window. Contrary to the marketing hype (and some popular opinion), Astra is not just a model, and it is certainly not AGI or the singularity. It is…
Read Post
Blog
September 1, 2026
Active Surveillance in AI. Knowing is Half the Battle.
I wrote back in July about why AI observability was so critical, and I still believe that. But after a summer of conversations with enterprises, security teams and partners, I think the language itself is now holding us back. Every serious enterprise is scrambling to get control over its AI and Agentic AI initiatives, and…
Read Post
Blog
August 24, 2026
Archetype and Battle Rhythm
The title of this article can sound a bit ominous, but it has real meaning in the world of Enterprise AI and agentic systems. It’s about a massive shift away from ad-hoc, bespoke AI experiments and into purpose-driven, deliberate execution with a pattern that establishes what the military calls a “Battle Rhythm.” I was introduced…
Read Post
Blog
August 21, 2026
It’s in Production. It’s Not Vaporware
I’ll admit upfront that this is a bit self-serving and probably a bit of a rant. But why do I keep repeating this? A savvy partner and systems evaluator brought this up in a demo recently and pointed out that I had said “it’s in production” several times. The conversation just continued along, but that…
Read Post
Blog
August 18, 2026
The “Fixer” and the “Babysitter”
I am a tad bit surprised at how long the hype has lasted with GenAI and how quickly it poured over into Agentic AI. So much so that my LinkedIn is swamped with agent-this and agent-that, and people bragging about how quickly they built an agent over lunch. The surreal talk from frontier model vendors…
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News
June 12, 2025
Charli Capital Expands Investment Intelligence Suite with Investor Relations Dashboard
A First-Of-Its-Kind Dual-Sided Network Platform, Empowering Investors and Companies to Connect, Collaborate, and Capitalize June 12, 2025 - Charli Capital, the company behind the proprietary Multidimensional AI™ and a leader in financial intelligence infrastructure, today announced the launch of its latest platform innovation: the Charli Investor Relations Dashboard. This transformative tool is set to redefine…
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News
May 28, 2025
Charli Capital Revolutionizes Private Equity Investing with Smart Deal Finder, Offers Access to Over 2 Million Private and Public Companies
May 28, 2025 - Charli Capital, the force behind the proprietary Multidimensional AI™, is excited to unveil its latest breakthrough: Smart Deal Finder - a game-changing tool designed to reshape how investors, analysts, and financial leaders identify and evaluate opportunities across public and private markets. From venture capitalists to CFOs and CEOs, Smart Deal Finder…
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News
April 23, 2025
Charli Capital Acclaimed in the 2025 WPC 5-Star WealthTech Providers
New York, April 23, 2025 (Global Newswire) —Charli Capital, a leader in AI-powered market intelligence, today announced its recognition as a 5-Star WealthTech Provider by Wealth Professional Canada—a prestigious honor that highlights the most innovative and impactful firms shaping the future of the wealth industry. Wealth Professional Canada conducted a far-reaching analysis of the wealth…
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News
April 15, 2025
Charli AI Acquires Sums Capital to become Charli Capital and Disrupt The World of Investments with AI-Powered Insights for Private and Public Markets
The acquisition strengthens Charli’s position as the premier provider of AI-driven financial investment Insights for over 2 million private and public companies. April 15, 2025 – Charli, a leader in AI driven market intelligence, announced today that the company entered into an agreement to acquire Sums Capital, an early-stage investment platform specializing in streamlining investor…
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News
February 25, 2025
AI Is Changing the Wealth Management Industry Forever
Forbes Media Feb 25, 2025, By Gary Drenik, Contributor. As demographics shift to a new generation of investors, wealth managers are facing significant challenges that are turning their investment world upside down. The primary driver for change is the emergence of alternative and private investments and the desire for investors to exert more control over…
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News
January 20, 2025
Next Generation AI Model for Analysis and Reasoning
Advanced Reflective Reasoning In this article, we dive deeper into Charli's advancements in artificial intelligence, focusing on its unique Advanced Reflective Reasoning model—IC-ARC. As the financial world grapples with increasingly complex data sets and decision-making processes, Charli has developed an AI model that goes far beyond simple AI applications. By leveraging dynamic, Adaptive Agentic Flows…
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News
January 7, 2025
Charli Redefines Investment Strategy with Pi Quadrant Index
Charli Presents the Pi Quadrant Index—Empowering Investment Professionals with AI-Driven Analysis NEW YORK, Jan. 07, 2025 (GLOBE NEWSWIRE) -- Charli, a leading provider of AI-powered financial solutions, has introduced the Pi Quadrant Index, a disruptive capability designed to empower investment professionals by optimizing investment strategies through advanced data aggregation and multidimensional analysis. The Pi Quadrant…
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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 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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News
November 4, 2024
Kevin Collins Of Charli 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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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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News
April 9, 2024
Charli 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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Blog
October 4, 2026
Secure and Conditional State Propagation in Agentic AI
Today’s LLMs including the most recent and advanced models from the frontier labs are bad at context. Extraordinarily bad at context. And bigger context windows aren’t making them any better. That can be a shocking or somewhat awkward statement to start an article, and I’ll certainly get pushback from many on this one. That’s fine.…
Read PostBlog
October 2, 2026
Human-in-the-Loop Doesn’t Scale at Machine Speed
The AI operations console looks clean and simple. Getting there is anything but. It requires multiple disciplines working together across monitoring, control, governance and human intervention to make real-time operations actually work. The irony in all of the AI discussion is that the more AI you deploy, the more humans you seem to need around…
Read PostBlog
September 23, 2026
Agent Mutation
This might sound like another AI doomsday scenario with swarms and hive minds but it is not. It is far more practical and far more dangerous to enterprises in the wrong hands. The industry is currently obsessed with agent swarms and the dangers of collective intelligence. But if you duck under the covers and take…
Read PostBlog
September 19, 2026
Cavemen with Blowtorches: The Skill Gap in AI
A recent article I wrote on Why Today’s AI Security is Structurally Broken caught an interesting comment on LinkedIn. Someone drew a direct line to the hiring side of things, pointing out how hard it is for managers to bridge the gap between science and engineering. Truth is, this gap has been around since the…
Read PostBlog
September 17, 2026
Why Today’s AI Security is Structurally Broken
If you can’t figure out what needs to be protected. You are dead in the water. It sounds simple. A lot of people in the industry will even tell you it’s a solved problem. Names, numbers, IDs, a basic rules engine, a classifier here or there, and a pretty dashboard. That worked perfectly fine in…
Read PostBlog
September 13, 2026
The AI Doomsday Distraction
I have avoided the fray as long as I could but the intensity of doomsday news hype and the calls by tech elites to slow down AI development is getting to the point of ridiculous. Whether I am watching CNN, BBC, CBC, CNBC or even Yahoo Finance, I cannot escape the doom, the fear, the…
Read PostBlog
September 11, 2026
Why AI’s Real Threat is Your Leaking Intellectual Capital
It’s been a wild ride with AI this week. Between the rollout of OpenAI Astra and the mainstream media hyperventilating over “doomsday” scenarios, the noise is deafening. Other than tracking the actual technical capabilities of these new agentic models, I’m trying (partially) to stay out of the fray and remain focused on what actually matters…
Read PostBlog
September 8, 2026
OpenAI Astra is Not a Model. It is an Interpretive Operating System. And That Should Scare You.
Trying to figure out what’s going on inside that black box. Every time a new technology arrives, good, hard-earned engineering practices seem to get thrown right out the window. Contrary to the marketing hype (and some popular opinion), Astra is not just a model, and it is certainly not AGI or the singularity. It is…
Read PostBlog
September 1, 2026
Active Surveillance in AI. Knowing is Half the Battle.
I wrote back in July about why AI observability was so critical, and I still believe that. But after a summer of conversations with enterprises, security teams and partners, I think the language itself is now holding us back. Every serious enterprise is scrambling to get control over its AI and Agentic AI initiatives, and…
Read PostBlog
August 24, 2026
Archetype and Battle Rhythm
The title of this article can sound a bit ominous, but it has real meaning in the world of Enterprise AI and agentic systems. It’s about a massive shift away from ad-hoc, bespoke AI experiments and into purpose-driven, deliberate execution with a pattern that establishes what the military calls a “Battle Rhythm.” I was introduced…
Read PostBlog
August 21, 2026
It’s in Production. It’s Not Vaporware
I’ll admit upfront that this is a bit self-serving and probably a bit of a rant. But why do I keep repeating this? A savvy partner and systems evaluator brought this up in a demo recently and pointed out that I had said “it’s in production” several times. The conversation just continued along, but that…
Read PostBlog
August 18, 2026
The “Fixer” and the “Babysitter”
I am a tad bit surprised at how long the hype has lasted with GenAI and how quickly it poured over into Agentic AI. So much so that my LinkedIn is swamped with agent-this and agent-that, and people bragging about how quickly they built an agent over lunch. The surreal talk from frontier model vendors…
Read PostView more
Whitepaper
March 2, 2026
Download “The Blueprint for Reasoning Governance”
Deploy controlled, auditable AI systems for Finance Charli is happy to share the Governance Blueprint. This comprehensive guide walks readers through a specialized architectural framework designed to transition artificial intelligence from experimental chatbots to high-assurance decision infrastructure within capital markets. Overview What’s Inside the Blueprint? The Blueprint for Reasoning Governance outlines how financial institutions can…
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Whitepaper
June 25, 2025
Unlocking the Insights API: Sentiment Intelligence with Charli’s Multidimensional AI™
The Intelligence Engine Behind the Future of Finance At Charli, we’ve always believed in building from the inside out—with APIs at the core of everything we do. From day one, our Adaptive Agentic AI architecture has been powered by finely tuned microservices and API-first design. Now, for the first time, we’re opening the vault. The Charli…
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Whitepaper
June 10, 2025
The Data Imperative: Scaling AI-Driven Insight in Finance and Capital Markets
Discover How Charli’s Multidimensional AI™ Is Engineering the Future of Financial Intelligence Data is no longer scarce. It’s overwhelming. The ability to turn that data into trusted, actionable insight—at speed and scale—is what defines the winners in today’s capital markets. Yet the challenges are intensifying: This is the new data imperative. In this white paper,…
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Whitepaper
May 14, 2025
AI Profitability: From Hype to Hard Costs – The Real Economics of Scaling Artificial Intelligence
AI is no longer just a frontier of innovation—it’s a test of financial endurance. As investor scrutiny sharpens and early-stage returns fall short, the conversation has shifted from speculative potential to structural economics. While billions have been poured into training models, profitability lies not in experimentation, but in production-scale inferencing—where models drive decisions, generate revenue,…
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Whitepaper
April 30, 2025
Navigate Markets with Real-Time Insights and Unmatched Clarity.
The Pi Quadrant Index — Where AI-Powered Insight Meets Visual Precision. In today’s high-stakes, fast-moving markets, static dashboards and stale data just don’t cut it. The Charli Portfolio Investment (Pi) Quadrant Index revolutionizes the way investors understand performance by transforming dense financial data into a single, intuitive visual snapshot — helping you know exactly where your assets…
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Whitepaper
January 29, 2024
Trust, Risk and Security Management in AI Systems
POSITION PAPER: Trust, Risk and Security Management in AI Systems As AI is gaining traction in the industry, enterprises are faced with existential questions: “If we trust an AI system with our business, who will be the adult in the room?” In this document we go over the trust, risks, and security management (TRiSM) aspects…
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Whitepaper
October 12, 2023
De-risking Generative AI for critical financial industry use cases
WHITEPAPER: De-risking Generative AI for critical financial industry use cases Delivering on the customer service and compliance promises of AI without complaints or compromises.
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Whitepaper
October 12, 2023
Digitizing Legacy Systems with Secure Generative AI
WHITEPAPER: Digitizing Legacy Systems with Secure Generative AI In 2023, consumers expect the same functionality from their financial institutions as they do from personal technology. Enterprise financial leaders are finding that providing consumers with such fluid experiences means either digitizing their legacy systems and properly cultivating data from across the enterprise, or risk losing their customer…
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