Katelyn Nelson
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Recent activity by Katelyn Nelson-
Feature Highlight: Source Content
As Charli creates a new equity research project, the AI curates and synthesizes information from sources such as regulatory filings (SEC, SEDAR), trusted data sources, internet news articles, and t...
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What does the blue shield represent? Hint: Answers are Verified by AI
Charli has extensive AI technology that is designed to protect your data, protect your questions and provide you with trusted answers that is traced to its sources. Charli understands that it is cr...
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Where can I find your privacy policy and terms of use?
Privacy Polilcy You can read our privacy policy in full here. Terms of Use You can read our Terms of Service in full here.
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How does Charli AI build trust?
Regulated industries require full transparency in AI platforms, including the ability to audit outcomes, track data lineage and ensure that AI model training and outcomes can be trusted. Responsib...
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Feature Highlight: AI Keywords providing new insights and filtered results
When a new equity research project is created, Charli curates and synthesizes content from regulatory filings, trusted data sources, internet news articles, and targeted internet searches. As Charl...
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How does Charli AI avoid hallucinations when answering questions?
Charli's Q&A feature is an interactive question and answer feature and is concentrated on your company or on your portfolio of companies. It is designed to be fact-based and retains its 'laser' foc...
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Feature Highlight: Verified by AI...ensuring relevant and accurate results are provided
Building trust with AI content is critical and Charli makes it easy for you to understand the results and audit the content used in generating an equity research report or in answering questions re...
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How do I connect or reconnect an integration?
Charli integrates with multiple third party applications. Integrations allow you to connect to your data sources, cloud storage, project management tools, and more. Integrations can be connected an...
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Do I need to be exact in the way I ask Charli a question?
Users can ask Charli questions without including a lot of context and Charli will answer questions accurately - a feature we refer to as 'paraphrasing'. Instead of asking “What was the revenue of T...
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Feature Highlight: AI Generated Reports
From entering a Ticker to a Completed Report with a click of a button; Charli is saving hours of tedious and time-consuming data mining. In a matter of just minutes not days, Charli can capture a...