Charli AI

We’ve been working on something new, again! Join the list to be the first to see the new look. https://loom.ly/ncjBrec #NewEra #BigThingsAhead #ComingSoon

Big update on the horizon, and we can’t wait to share them with you. Want in on the secret before anyone else? Join our newsletter to stay ahead of the curve. https://lnkd.in/gPBzBW4B #BigReveal #ComingSoon #AI #Financialservices

Something exciting is in the works... Stay tuned for what's coming! You won't want to miss this. Get on the list to get notified when we launch - https://hubs.li/Q02RjLZ30 #comingsoon #announcement #financialservices

🎉🚀Charli AI is excited to announce one of its newest clients, OMERS Pension Fund, on an enterprise agreement, who look forward to the benefits of our Automated Analyst that will consolidate their research and insights efforts, providing a 92% productivity gain through trusted and verified results with various use cases across their business! Find out more! - https://hubs.li/Q02QSWRy0 #digitaltransformation #aifinance #valuecreation #publicequity #omers #ai

The Automated Analyst is now ON #WallStreet! 🗽🎉 We’re thrilled to announce the grand opening of our new U.S. headquarters in the vibrant heart of New York City – the epicentre of the financial world right on Wall Street! This exciting move showcases our unwavering commitment to being closer to our clients and partners, ensuring we can rapidly respond to their needs while driving innovation. With our new office, we’re more equipped than ever to deliver the reliable, secure, and trusted insights that fuel the financial services industry. Stay tuned for exciting news in September!🚀 Check out our new location today! - https://hubs.li/Q02Qy4tj0 #NYC #NewYork #AIFinance #Finance #Banking

The Automated Analyst made powerful strides at the Future Proof Festival in #HuntingtonBeach! 🎉🏄 Team members Jett Winter and Jarrett Winter took full advantage of the opportunity to engage with leading industry experts and companies, further fueling our drive for innovation and change in the financial landscape. Connecting with the likes of Raymond James, Morningstar, Invesco US, State Street SPDR ETFs, CNBC, Norm Ai, Vanguard, and others was a pleasure, as we continue to establish Charli at the forefront of financial evolution! #FutureProofFestival #Tech #WealthManagement #Finance

Catch Charli, The Automated Analyst for Wall Street at the Future Proof Festival in Huntington Beach today! It’s going to be a fantastic opportunity to connect with industry leaders, discover cutting-edge technologies, and engage in thought-provoking discussions! 🤔🤖 Will you be attending? Let us know below! 👇 #FutureProofFestival #network #finance #AI #tech

Exciting Week in New York for our Sales team! Our superstar, Vijay P. has been showing off Charli’s incredible capabilities in New York, gaining positive feedback from the likes of OMERS, Nasdaq, Goldman Sachs, Apollo Global Management, Inc., The Carlyle Group, FactSet and TIAA. Stay tuned as there is more to come. 🗽 #nyc #aifinance #banking #wealthmanagement

Get your complimentary copy of the 2024, Gartner® Hype Cycle™ for Generative AI in Banking! 🎉🚀We are excited to announce that Charli AI has been named a #SampleVendor in the Hype Cycle™ for Generative AI in Banking 2024 report. We believe this is a major milestone in our journey and would like to thank our customers, partners, and our team for helping make this a reality! Get your complimentary copy of the report here! – https://lnkd.in/gRYUfKEV #HypeCycle #GenAI #Banking #AIBanking

Companies have invested millions in AI… how is that working out for them? 🤖 🚀 A recent Goldman Sachs report reveals a harsh reality: despite massive investments in #GenerativeAI, most companies are seeing disappointing returns. The study exposes a critical gap between spending and actual benefits, highlighting high costs, integration nightmares, and minimal short-term gains. So, what is beyond the hype? Here is our take on three areas that need to be considered to turn the balance sheet right side up. 1. Focused Investment: - Industry Reality: Companies scatter their AI investments across various applications – chatbots, content generation, and market analytics – making it difficult to tackle hard problems and leads to mediocre results. - Potential Solution: Funding needs to be applied towards well defined business challenges and solve high impact problems. Looking at the investment sector for example, the business challenge is to keep up with the accelerating pace of evolution in the market and the need to quickly identify the noise from material changes. This is currently a very manual process that is expensive but mandatory to meet stringent regulations. Concentrating investments in a specific area enables leveraging solutions optimized for understanding financial data and extracting reliable insights. 2. Measurable Impact: - Industry Reality: Most AI investments take longer than expected to show results, leaving companies stuck in a limbo of high costs and low benefits. - Potential Solution: Tackle tangible issues that can be solved in the short term. This will ensure AI deployments can either succeed or fail fast. It’s strongly recommended to start with proven industry vertical solutions as opposed to a generic AI tool or platform. Ideally, you’ll want to test drive a product with no or minimal investment and confirm what value it is creating for your business. It's important to consider solutions beyond just including a Large Language Model (LLM) and choose a vendor that can scale with your needs, ensuring that expanding to new use cases will be easy once the initial one is proven. 3. Seamless Integration: - Industry Reality: Many businesses face chaos when integrating new AI tools, resulting in wasted time and frustrated teams. Integration is often a disruptive mess. - Potential Solution: Companies must deploy solutions that integrate with existing platforms. By choosing tools that slip effortlessly into current workflows, businesses can avoid integration high costs, disruptions, and obtain immediate results while leveraging legacy investments in their existing infrastructure. For more details, look at the Goldman Sachs report in the comments which highlights the need for a more strategic approach to AI investment. The path forward requires targeted, well integrated solutions that provide tangible benefits quickly. How Are you incorporating AI into your business? #aibanking #aifinance #genai #invest #equityresearch