Investment Research

AI to deliver better results than the market

Use the power of Clio AI and semantic search to enable your team to spend more time researching, synthesizing and less time retrieving data and context from internal databases or discussions.
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Clio AI is trained on your business data to answer both qualitative and quantitative questions.
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Semantically Search across all your documents, business apps, discussions to locate what you need instantly.

Increased Efficiency and Precision in your Investment Analysis

Clio AIs semantic search and automated workflows help your team get more context while creating analysis reports and then look up citations, verify against the data, and validate findings to enable you to submit reports faster and with more accuracy.

Effortless Information Retrieval

Instantly access critical market data, earnings call transcripts, financial reports, research papers, and news articles across all apps through a single intelligent search interface.

Personalized Recommendations

Benefit from intelligent recommendations based on your research history and preferences, discovering new investment opportunities and staying ahead of the curve.

Advanced Data Analysis

Leverage Clio's AI capabilities to extract key insights, identify patterns, and analyze vast amounts of financial information quickly and accurately.
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"With semantic search, BCG employees were able to retrieve and summarize information that was previously buried in long lists of multi-page documents"
- Boston Consulting Group1

1More details here
AI powered search and summarization can boost employee satisfaction by > 40%.
39%
Increase in work completion
25%
Increase in result relevancy

AI to supply context for your analysis

Use Clio AI's semantic search and automated workflows to enhance your analysis by retrieving relevant info across your corpus of industry reports, transcripts, research papers, past discussions. More context, better analysis, done quickly.
Equity Analysts
Portfolio Managers
Financial Researchers

Equity Analysts

Enhance your analysis capabilities by leveraging Clio's semantic search to gather critical market data, analyze financial statements, and access industry reports swiftly. Make informed investment decisions faster than ever before.
AI decide which data is important

Portfolio Managers

Streamline your investment research process with Clio's intelligent search, enabling you to efficiently monitor portfolio performance, track market trends, and explore potential investment opportunities to drive portfolio growth.
Use custom models fit

Financial Researchers

Quickly access relevant research papers, news articles, and market insights, to produce comprehensive reports. Explore historical data, and identify emerging trends and investment patterns using semantic search.
Access output everywhere

Morgan Stanley on AI Powered Search

Morgan Stanley Wealth Management deployed their own model harnessing the knowledge and insights, housed across many internal sites, mainly in PDF format. They used GPT4 and OpenAI to do it. Some select quotes from the story. Full article here
“You essentially have the knowledge of the most knowledgeable person in Wealth Management—instantly. Think of it as having our Chief Investment Strategist, Chief Global Economist, Global Equities Strategist, and every other analyst around the globe on call for every advisor, every day. We believe that is a transformative capability for our company.”
Jeff McMillan, Head of Analytics, Data & Innovation
Morgan Stanley Wealth Management
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"Key to ensuring good client service is our ability to invest at scale in technology. (OpenAI) is empowering Morgan Stanley with the marriage of human advice and technology—something to which we are completely committed. This endeavor has been particularly rewarding. The buy-in and engagement across the organization has been impressive."
Jeff McMillan, Head of Analytics, Data & Innovation
Morgan Stanley Wealth Management
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"Today, more than 200 employees are querying the system on a daily basis and providing feedback. The focus will always be on getting advisors the insight they need, in the format they need, instantly. The effort will also further enrich the relationship between Morgan Stanley advisors and their clients by enabling them to assist more people more quickly."
Jeff McMillan
Morgan Stanley Wealth Management
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Workplace Search that actually works

Supercharge your company's productivity by harnessing the massive reservoir of untapped data and insights.
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Works with your most used tools

Connect your tools, connect your teams. With over 300 apps already available in our directory, your team’s favourite tools are just a click away.
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All integrations

Private, Secure and Compliant by design

Clio AI is built on foundations of keeping you company data private, secure, and compliant from day one. Built by an experienced team, we understand the constraints and enforce them rigorously
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Private Cloud Deployment

We can deploy models on your premises or your private cloud directly. That is, not even a single byte of data is shared with a third party.

Encrypted Models

All the models we deploy and APIs we expose are SHA256 encrypted (like WhatsApp/Signal) making any back and forth of data as secure as possible
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SSO + Admin Controls

Authenticating with your company Sign on gives rigorous controls on who can access what data.

Indexing Controls

Clio can build individual or team specific knowledge graphs. You control what data is indexed and available for which team. Right out of the box.

Why Clio AI?

Unlock the most obvious-yet-hidden-in-plain-sight growth hack - enable your employees to work on important things, and reduce their cognitive load and time to resolve blockers.

Fast, efficient, and in-context information to make every employee a super performer.

Simple Out-of-the-box solution

Provide true intelligent search to your employees. Anyone can find anything they need to complete their task, by just asking for it.
Like Every employee has an EA.

Grounded in your company and your people

Get direct answers, summaries, and citations, all personalized for who is asking the question, and from your company's knowledge. In 1/10 of the time. And no hallucinations.

Turnkey enterprise grade offering

A plug and play solution that enables enterprises to meet scaling and life-cycle management requirements easily and cost effective manner.

Spend time thinking not searching. Get a demo today.

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