OMERS Selects Charli AI’s Automated Analyst for Wall Street

Charli AI Signs OMERS Pension Fund! SEPTEMBER 2024 - 40 Wall Street NEW YORK, NY OMERS's embracing automation signals a significant shift in the market landscape, demonstrating that major institutional investors are adopting innovative technology to enhance their operations. We are thrilled to announce our enterprise deal with OMERS Pension Fund. This partnership represents a significant…

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…

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…

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.

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…

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.

In this video, we dive into AI verified content in Due Diligence reports. In order to ensure accuracy and reliability, Charli performs a detailed fact-check analysis on data provided in a report, as well as the Q&A, company highlights, and all other data provided. Charli will provide a confidence score on the informations accuracy and…

In this video, we provide a brief overview of AI results in a Due Diligence project. When creating a Due Diligence project, Charli will display the FactSet fundamental's, Q & A with the AI, AI generated highlights, source content and more. The report is easy to read and very comprehensive, outlining important information with accuracy…

In this video, we cover keywords in an AI Due Diligence project. When performing a AI Due Diligence project, Charli will pull data from FactSet, SEC filings, and articles. Charli will identify keywords, providing a deeper look into the company.