Headlines on the way in
RMs skim the news before a meeting and repeat what the client has already read.
Ready for every client conversation
Needl.ai follows the themes your desk covers and sends a weekly tracker in your house style, with every item scored and explained. Before a meeting, an assistant answers the client's question from your firm's own research, with a source on every claim.
The firm's view rarely reaches the meeting
A relationship manager is expected to have a view on everything a client owns and on whatever the client read this morning. The firm's research exists, spread across strategist notes, committee minutes, licensed research and the week's news, and there is rarely time to find the right part of it.
Numbers without a source
When a client challenges a figure, there is no quick way to show where it came from.
The house view stays in the notes
The desk's view on a theme sits in documents most RMs never have time to open.
A weekly tracker and an assistant, on the same research
The tracker brings the desk's view to every RM on a schedule. The assistant answers the specific question a client just asked. Both cite the same sources.
Themes followed continuously
Company filings, broker research, regulators and the press are read for each theme your desk covers.
Every item scored
Impact, confidence, sector and time horizon on each item, with a line on what it means for a portfolio.
Your house style
The tracker follows your own template, with the same structure every week, as an email and a PDF.
Cited answers
A client's question gets an answer from your firm's own research, with a source on every claim.
From the desk's research to the client meeting
How a theme moves through Needl.ai, from the sources your firm trusts to the answer an RM gives.
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01Connect your firm's research
Research notes, shared drives, email and team chat are connected, alongside company filings. Access follows the permissions in each source system, so an RM only gets answers from documents they could already open.
You getOne place to ask across the firm's research.
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02Follow the themes your desk covers
The research desk describes each theme in plain English. Needl.ai works out the keywords and sources and reads them continuously, from filings and broker research to regulators and the press.
You getEvery theme watched, every week.
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03Each item scored and explained
Every item is scored for impact and confidence and tagged with fields such as sector, geography and time horizon. It closes with a portfolio read-through, one line on what the event means for positioning.
You getThe week's items, ranked by how much they matter to a book.
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04A weekly tracker in your house style
The tracker is written into your own template, with the executive summary first and the watchlist last, and lands on the same day each week by email, with a PDF to forward.
You getA tracker that reads like your own research.
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05Answers before the call
Minutes before a meeting, the RM asks the client's question and gets an answer from the firm's research and the week's tracker, with a source on every claim and a reminder to double-check what matters.
You getA cited answer the RM can stand behind.
Everything an RM needs before a meeting
The tracker, the assistant and the firm's research sit in one workspace, so the preparation for last week's meeting is still there for this one.
Cited on every claim
Each claim in an answer carries the document it came from, inline in the sentence.
Permission-aware
Answers draw only on documents each person can open in the source system.
Company deep dives
Search filings, earnings calls and reports for listed companies, with suggested questions to start from.
Compare on any metric
Name the companies and the metrics, and get a structured table to export.
Digests on your schedule
Theme digests by email daily or weekly, with instant alerts when something high impact lands.
Research reports on a schedule
Fully sourced research reports on the cadence you set, exportable to PDF.
Templates from your reports
Save a finished report as a template and reuse its structure for the next one.
Conversations kept
Earlier questions stay one click away, so last week's preparation is there before this week's meeting.
Every language you follow
News in other languages is translated into English before it is scored.
What changes before a client meeting
The firm's viewArrives with the weekly tracker, where RMs used to skim headlines on the way in.
A sourceSits on every claim, where a challenged number used to have no quick answer.
SecondsTo a cited answer, where finding the right research used to take most of the preparation.
“We stopped second-guessing the output. Almost every answer comes back with a citation we can open and verify, so a review that used to take hours now takes minutes.”
In your cloud, with your permissions
Needl.ai can be deployed in your own AWS or Azure account, in your region, and every answer follows the permissions already set in each source system.
- Deployed in your cloud account, in your region
- Answers limited to what each person can open
- A source on every claim
AICPA SOC 2
ISO 27001 certified
ISO 42001 in progress
GDPR compliant
CASA assessed
Frequently asked questions
What wealth teams ask before giving their RMs Needl.ai.
Where do the answers come from?
From your firm's own research and the sources you connect, such as research notes, shared drives, email and team chat, plus company filings. Each claim in an answer names the document it came from.
Will an RM see documents they should not?
No. Needl.ai records who can open each document in the source system and filters every answer by it, so people only get answers from files they could already open.
Can the tracker look like our own research?
Yes. The tracker follows your template, with your sections in your order, and can be modelled on one of your own published reports. It arrives by email with a PDF to forward.
How current is it?
Sources for each theme are read continuously, the tracker lands on the same day every week, and high-impact news can be sent as an alert the moment it matches.
Does it give investment advice?
No. It brings your firm's own research to the RM and shows where each claim came from. The RM decides what to say, and every screen reminds users to double-check important information.
Where does it run?
In your own AWS or Azure account, in your region, or in Needl.ai's cloud to start.
See it prepare your next client meeting
Bring a theme your desk covers and a question a client asked last week, and see the tracker and the cited answer on your own research.