Relationship managers
Ready for the client in minutes.
- Cited answers from the firm's research
- The week's tracker before every meeting
- Earlier questions kept for the next call
The house view in every client meeting
Needl.ai is built for relationship managers and the research desks behind them. It turns the house view into a weekly tracker, answers client questions from your firm's research before each meeting and keeps watch on the names your clients hold, with a source on every claim.
Where Needl.ai fits the adviser's week
From the view your research desk sets to the conversation your RM has. Each stage links to the workflow in depth.
The house view, every week
The research desk describes each theme in plain English. Needl.ai reads the filings, broker research, regulators and press for it, scores every item and writes a weekly tracker in your house style, closing each item with what it means for a portfolio.
- From
- The themes your research desk sets
- You get
- A weekly tracker by email, with a PDF to forward
Answers before the call
Minutes before a meeting, the RM asks the client's question and gets an answer from the firm's own research and the week's tracker, with a source on every claim and a reminder to double-check what matters.
- From
- House views, strategist notes and the week's tracker
- You get
- A cited answer the RM can stand behind
A watch on the names clients hold
Trackers follow the companies on your watchlists across the news, filings and regulators and say why each item matters. For Indian listings, a price move beyond its threshold comes with its cause, or an honest none.
- From
- Your watchlists and portfolios, built by search or upload
- You get
- Alerts by email or WhatsApp, and a daily digest
Research on a schedule
Sourced research reports run on the cadence you set and follow your own templates, so every RM receives the same view in the same format, ready to save as a PDF.
- From
- A template saved from one of your own reports
- You get
- The same report, on time, for every RM
For everyone behind the client relationship
The research reaches the adviser in time, and what to say to the client stays with the adviser.
The research desk
The house view, delivered the same way to every RM.
- Themes followed continuously
- Every item scored for impact and confidence
- The tracker in your house style
Investment specialists
Depth on any listed company.
- Company deep dives on filings and calls
- Comparison tables on any metric
- Alerts on the names clients hold
Compliance and supervision
The basis of every answer, visible.
- A source on every claim
- Answers limited to what each person can open
- A reminder on every screen to double-check
The research behind every conversation
Your firm's own view and what the market published this week, read together, with every answer naming the document it came from.
Your firm's view
- House views and strategist notes
- Investment committee minutes
- Research notes and past reports
- Watchlists and portfolio files
From the market
- Company filings and results
- Broker research, including notes by email
- Regulators and the press
- News in other languages, translated before it is scored
Where it connects
The desk's research lives in email, drives and chat. Connect them, or upload files directly.
Outlook
Gmail
SharePoint
OneDrive
Teams
Slack
Private to the adviser, clear to compliance
Clients never talk to a bot. Needl.ai is a private tool for the RM and the research desk, and every answer shows the source a supervisor would ask for.
- In your own cloud account and region, in a dedicated instance, or in Needl.ai's cloud
- Answers drawn only from documents each person can open
- A reminder on every screen to double-check important information
- Never used to train any model, ours or a model provider's
- Deleted on request, confirmed in writing
AICPA SOC 2
ISO 27001 certified
ISO 42001 in progress
GDPR compliant
CASA assessed
Start with one theme
Begin with a theme your desk already covers, so RMs can judge the tracker against research they know.
01
Pick one theme
The research desk describes it in plain English, and the tracker follows the format of one of your own published reports.
02
Give the RMs the assistant
Once the tracker runs every week, RMs ask questions of the same research before their meetings.
03
Add reports and alerts
Scheduled research and alerts on the names clients hold follow, set up with our engineers.
Frequently asked questions
What wealth and private banking teams ask before they start.
Do our clients interact with it?
No. It is a private tool for relationship managers and the research desk. Clients only see what an RM chooses to share with them.
Does it give advice or check suitability?
No. It brings your firm's research to the RM with a source on every claim. Advice and suitability stay with your advisers and your existing process.
Which holdings can it watch?
Any company you add to a watchlist is followed across the news, filings and regulators. Price-move alerts with a cause cover listings on India's NSE and BSE.
Can a theme follow sources in other languages?
Yes. News in other languages is translated in full into English before it is scored, so a theme can follow sources across the markets your clients invest in.
We already use a general AI assistant. Why add Needl.ai?
Keep it. Needl.ai answers from your firm's own house view and research, follows each person's permissions and shows the source behind every claim.
Where does it run?
In your own AWS or Azure account, in your region, in a dedicated instance, or in Needl.ai's cloud to start. It is never used for training.
See it before your next client meeting
Bring a theme your desk covers and a few names your clients hold, and see the tracker, the answers and the alerts on your own research.