For financial services
Charli AI is the insight engine that supercharges how humans work.
Transformative benefits for every industry
Optimize financial processes & provide greater value
Finance teams and financial service businesses use Charli to unlock more value from their content.
Charli can translate written values and terms into numeric ones, extract the right information at the right time and automatically enter data into financial systems. Plus, teams use Charli to take notes at client meetings and create action items.
Spend less time managing documents & more time securing deals
Commercial real estate teams use Charli to extract information from agreements, synthesize documents and generate market reports.
Uncover hidden trends, reduce the risk of error and eliminate tedious admin tasks. Keep information synced up across various databases and platforms so you’re confident with your analysis.
Streamline your onboarding process & improve employee experience
HR teams use Charli to analyze resumes, manage onboarding, organize paperwork and extract information to make better business decisions.
With Charli, HR teams can speed up the resume review process and onboard employees more efficiently. Plus, Charli facilitates a modern employee experience by reducing administrative burden, automates content processes and supports remote teams.
Gain deeper market insights & put content writing on autopilot
Marketing & sales professionals use Charli to do more with their content.
Synthesize large amounts of articles to surface trends, keywords or sentiments. Make link clipping more powerful than ever before. And, let Charli write reports, articles, blog posts, whitepapers and more – with a level of quality you’ve never seen before.
Surface hidden relationships & eliminate the need to write reports manually
Research and analysis teams use Charli to reveal deeper insights and free up more time to provide value.
Charli can ingest, process, classify, synthesize and summarize large amounts of information from multiple data sources. Using AI and OCR, discover meaningful information, trends and keywords, and let Charli help write high-quality research reports.
Integrate Charli with the tools you already use
Instantly take your existing workflows to the next level—just add Charli. Our cloud API and third-party connectors make the integration process rapid and seamless.
Over 500+ Integrations available.
Find out how Charli can
Supercharge your business
Empower your workforce and hone your competitive edge.