By clicking “Accept”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

For individuals

Regulatory Filings made Searchable and Accessible

Fast Access to Company and Industry Insights With Exchanges in Needl.ai. Powerful tools to keep your filings’ tracking information consumption and analysis in a single place

Book A Demo

Research

Banking, Financial Services & Insurance

Achieve AI-assisted financial excellence

From risk assessment to investment trends, Needl.ai simplifies information complexity - helping you arrive at impactful decisions faster than ever.

Book a demo
Ai for Banking and Financial

Wipe out the stress of missing important information and the time spent organizing it

Needl makes it easy for you to get right to the relevant information you need to do your best work, even when the information is scattered across multiple apps and ecosystems. 

Auto-organize diverse information sources

Access a unified view of information and backup auto-organized data securely in Needl.ai for confident decision-making on your research.

All your information in one place, finally

Capture insights instantly with a unified view of information across company filings, earnings call transcripts, news, trade journals, emails, newsletters, social media blogs, drives, note apps, chat apps, and more.

Consolidate Data with AI

Your data is auto-backed up

Capture insights instantly with a unified view of information across company filings, earnings call transcripts, news, trade journals, emails, newsletters, social media blogs, drives, note apps, chat apps, and more.

Auto back up your data

Easily access regulatory filings

Get closer to the truth by using Needl.ai’s deep search functionalities, enabling sentiment analysis of earnings calls and getting real-time updates for portfolio/watchlist companies.

Gain insights without manually looking for them

Simplify data extraction with accuracy, advanced search, and information aggregation to generate impactful ideas and stay on top of high-priority information.

AI-chatbot answers
all your queries

No more manually looking for information. With Ask Needl - ask specific questions to any of your data sources: public, proprietary and regulatory - and get reliable answers backed with citations

AI chatbot anser all queries

Summarize endless documents

Efficiently automate analyzing earnings calls and transcripts, extracting valuable insights and sentiment for informed decision-making.

Summarize endless documents

Extract data, without the laborious effort

No code solution to extract information from documents without manual effort, reducing errors and increasing access to data. Convert a variety of tables in scanned pdfs, reports, and presentations into editable format with a simple clip.

Extract Data with no efforts

Find information buried in hard-to-access formats

Find what others miss with a single search within the popular information sources - even if the search term is hidden in images, pdf, or newspaper clippings. See the most relevant results in one simple view using proximity searches, or Boolean searches across your information sources.

Find information from hardto access formats

Never miss out on any important update

Prioritize trusted sources to stay on top of high-priority information. No more inbox clutter, just set your preferences from your preferred sources and never miss an important update again.

Never miss on any update

Create rich investment memos and decision journals

Generate impactful ideas and strategies with your information and notes in one place. Make summaries of key topics and trends, and monitor relevant topics by embedding the content of a wide variety i.e., chats, tweets, or links in Notes.

Create rich investment memos

Know the latest investment opportunities

Stay updated on market trends with personalized updates and feeds to never miss investment opportunities and gain a competitive edge.

Monitor companies and topics with confidence

Start researching smarter with curated updates on market trends from sources unique to you. Get ahead of the curve with more time to spend on data-driven insights.

monitor companies and topic with confidence

Make informed decisions faster than ever

Don't miss out on niche investment opportunities again. Stay ahead of the competition with the rapid discovery of new opportunities, and make informed decisions with industry and topical feeds for your portfolio or watchlist.

Make informed decisions faster than ever

Centralize your team’s collective intelligence

Make sharing information and insights, and collaboration seamless for your teams with unified information workflows.