Charli AI

??Day 2 at #InvestOps2025 – Where Investment Operations Meets Innovation! We’re into Day 2 at #InvestOps2025, and the energy is high as industry leaders tackle the future of investment operations. From streamlining workflows to embracing AI-driven insights, the conversation is clear—operational efficiency and data-driven decision-making are defining the next era of buy-side and sell-side firms. If you’re here and want to see how AI-powered investment intelligence can transform your operations, book a meeting with Vijay Persaud to get a firsthand look at Charli in action. Don’t miss the opportunity to explore how automation and real-time insights can give you a competitive edge. ???Book a meeting to see Charli firsthand! ??https://lnkd.in/gxuJ8JSy #InvestOps2025 #SellSideOps #AIinFinance #InvestmentOperations #WealthManagement

As InvestOps Orlando kicks off today, be on the lookout for our requests to connect and meet on the conference app over the next 3 days and how Charli AI can help accelerate your strategies and objectives forward! As you look to operational efficiencies, compliant, secure workflow automation, accelerated market intelligence with deeper analysis, and a unified advisor experience on the Buy or Sell-Side, look no further. Get a head start with our Investment & Market Intelligence by signing up for FREE on-demand public and private equity research and valuation reports, ready for business in only 20 minutes! https://lnkd.in/gWF4dsnX Plus, take advantage of our special conference promos ??

Nasdaq 24x5 Trading: A New Era for Markets—Are You Ready? Our data partner Nasdaq has just announced that 24x5 trading is coming in 2026, ushering in a new era of continuous market access. This shift will redefine global trading dynamics, giving investors the ability to act on opportunities in real time, anytime with the greater demand to invest and trade in international markets. But with non-stop markets comes a new challenge: How do investors keep up with the flood of information, sentiment shifts, and critical data points when markets never sleep? This is where Charli AI can accelerate your efforts. Our on-demand public and private equities research delivers real-time investment intelligence, analyzing market trends, earnings reports, and sentiment shifts across international exchanges and delivered to your inbox in just 20 mins, 24x7! Whether you’re an institutional firm, hedge fund, asset manager, or trader, Charli AI provides on-demand insights to help you stay ahead and act with confidence with our trusted and verified results. The future of trading is always on. Is your research? Sign up for free today! https://lnkd.in/gWF4dsnX #Nasdaq #CharliAI #24x5Trading #InvestmentIntelligence #AI #MarketInsights

??From Dallas to Orlando. The Conversation Continues… The discussions at #T32025 Conference confirmed what we already knew—wealth, portfolio, investment managers and RIAs are actively seeking smarter, faster, and more automated ways to manage research, due diligence, and portfolio monitoring. As the industry embraces automation, the next question is: How do Buy and Sell-Side firms scale operational efficiency, client engagement and provide advisors a unified experience without adding complexity? That’s exactly what we’ll be tackling at #InvestOps2025 where buy-side and sell-side leaders are redefining operational workflows. Here’s what’s driving the conversation at InvestOps: ?? Streamlining workflows – Reducing manual inefficiencies to lower costs and boost productivity. ?? Expanding investment capabilities – Capitalizing on alternative assets and private markets without operational bottlenecks. ?? Leveraging AI & automation – Using machine learning to process high-volume data, enhance decision-making, and mitigate risk. ?? Navigating evolving regulations – Adapting to market structure changes while ensuring compliance. This is where Charli comes in. Automated research and analysis is no longer a competitive edge—it’s a necessity to stay competitive. At InvestOps, we’ll be showcasing how firms are using Charli to cut through market noise, scale due diligence, and monitor portfolio risks all in real time turning data into powerful actionable insights with compliant, verified results. ??Let’s connect at InvestOps! Book a meeting with us and discover how AI can optimize your investment operations. ??:https://hubs.ly/Q039W0qB0 #InvestOps2025 #WealthTech #InvestTech #BuySide #Sellside

??In AI-driven financial insights are only as valuable as their accuracy. In financial analysis, errors aren't just an inconvenience-it's a major liability. Investment decisions depend on data integrity, and AI-generated insights must be measurable, verifiable, and free from hallucination. That's why we built Charli's Financial Fact Checker-a model designed to ensure every AI-driven response is rooted in ground-truth, validated financial data. The Financial Fact Checker: ?Claim Verification - Every AI-generated insight is cross-referenced against ground-truth financial statements, earnings reports, and regulatory filings. If a claim lacks support from fundamental data sources, it's flagged as unreliable. ?Confidence Scoring – Each statement receives a quantified confidence score, allowing analysts to gauge the statistical reliability of the insight before acting on it. ?Automated Cross-Checking – Charli doesn’t just summarize information—it continuously fact-checks across market data sources to identify discrepancies and reinforce the accuracy of its analysis. ?Mitigating AI Risk – By filtering out speculative or unfounded statements, our Financial Fact Checker acts as a risk-management tool that ensures AI-driven research meets the same standard of rigor as human analysis. For wealth managers, RIAs, and institutional investors, this means more than smarter decision-making, it means reduced risk exposure and confidence in every AI-generated insight. ?AI in finance is about delivering verifiable, data-backed insights you can trust. ??Try Charli today! - https://hubs.li/Q039P78h0 #FinancialAnalysis #WealthManagement #AIinFinance #InvestmentResearch

Day 3 at #T32025! Don’t Miss Out on the Future of WealthTech! It’s Day 3 of the T3 Technology Tools for Today conference, and the discussion on AI-driven growth in wealth management is more relevant than ever. With rising competition and evolving client demands, RIAs and advisors need smarter, more scalable ways to enhance performance and engagement. How Charli Transforms Your Practice: ?? Build Strong, Long Lasting Client Relationships with Actionable Insights. ?? AI-driven market intelligence for personalized investment strategies. ?? Automated reports that keep clients engaged. ? Boost Efficiency and Scale Without Extra Overhead. ?? Cuts research time with AI-powered automation. ?? Integrates with 700+ tools, including CRMs & portfolio platforms. ?? Gain a Competitive Edge with AI-Driven Market Analysis. ?? Identifies emerging opportunities with predictive insights. ?? Sharpens investment decisions across equities, ETFs, and M&As. Don’t leave T3 without seeing what AI can do for your firm! Book a meeting with Vijay Persaud at https://lnkd.in/gxuJ8JSy or sign up for FREE at https://lnkd.in/gevHHYWT and experience the power of AI-driven investment research firsthand! #T32025 #CharliAI #WealthTech #InvestTech #AIforFinance #AutomatedAnalyst

??Advisors & RIAs: Supercharge Your Organic Growth with AI #T32025!?? The?T3 Technology Tools for Today?is where financial advisors, RIAs, and fintech leaders converge to explore wealth management innovation. This year’s theme is Organic Growth to drive efficiency, client engagement and workflow management. But in an industry facing increasing competition and evolving client expectations, how do RIAs and wealth managers scale efficiently while delivering deeper insights and exceptional service? ?? Enter Charli AI's - Investment and Market Intelligence ? Drive Client Acquisition & Retention ? Trusted AI-driven, real-time market insights and sentiment analysis for tailored investment strategies. ? Automated, personalized reports that engage clients with verified results. ? Scale Your Practice Without Adding Overhead ? Automates research, due diligence, investment screening, saving hours. ? Seamlessly integrates with over 700+ enterprise applications, including CRM and portfolio tools, to streamline workflows. ? Deliver More Value with AI-Powered Intelligence ? Identifies hidden market opportunities using predictive insights. ? Enhances decision-making for public equities, ETFs, and M&A insights. Sign up for FREE at https://bit.ly/3CttlPS to realize the difference during the conference (No credit card required). At T3, technology is transforming how financial professionals win, serve, and retain clients, and AI is at the forefront. Let’s connect to explore how Charli AI can help your firm scale, differentiate, and grow organically in 2025.... #T32025 #CharliAI #WealthTech #InvestTech #AutomatedAnalyst #TrustedAI

Welcoming open remarks from Joel Bruckenstein at T3 Technology Tools for Today conference in Dallas. Charli AI looks forward to making new connections with RIAs, Wealth Advisors, Tech partners and sharing insights on how we are transforming Investment & Market Intelligence for public and private equities. Accelerating portfolio construction and management for faster more accurate organic growth! Check out www.charliai.com and let’s connect during the conference! #T32025 #CharliAI #WealthTech #InvestTech

T3 kicks off today—are you ready for the future of WealthTech? The Charli team is live at T3 Technology Tools for Today in Dallas, showcasing how AI-driven investment research is redefining how wealth managers, RIAs, and investment teams operate. Charli is transforming how investment professionals perform due diligence, monitor portfolios, and navigate market volatility with real-time, automated insights. If you’re focused on optimizing your WealthTech strategy for 2025, and want to embrace the power of automation, now is the time to see Charli in action ?? Here’s what you can expect from Charli at T3: ??Live Demos: See the Automated Analyst in action and experience its transformative power firsthand. ??Exclusive Insights: Learn how our trusted and verified AI is reshaping wealth management and how you can leverage it to stay ahead. ??Networking: Meet and connect with the best and brightest in Wealth Tech, from industry leaders to innovators. ??One-on-One Meetings: We’re offering personalized sessions to show you exactly how Charli can elevate your business in 2025. Join us on our Charli On the Go Tour and explore the future of investment and market intelligence. ???Book a time to see Charli in action! ??https://hubs.li/Q0390dFf0 #T32025 #WealthTech #InvestmentResearch #AIforFinance #CharliOnTheGo

Less than 24 hours to the T3 Technology Tools for Today conference. Lets connect and meet! Look out for Charli AI emails and conference app messaging to secure your spot to meet and chat with us about your organic wealth and investment strategies and how we can help accelerate your firm's success. Looking forward to connecting with Advyzon , Fidelity Investments TradePMR, Vanguard, RBC Wealth Management, Nasdaq, Orion, Charles Schwab, Raymond James, Goldman Sachs, Wells Fargo Advisors, BlackRock, LPL Financial, T. Rowe Price, BNY Pershing, eVestment and National Bank of Canada to name a few! In the meantime, check out our Investment & Market Intelligence, and sign up for FREE https://bit.ly/3CttlPS (no credit card required) and get immediate, powerful equity research and insights for public equities and private companies in just 20 mins! #T32025 #CharliAI #WealthTech #InvestTech #AIAutomation