The problem
Analysts write up every investment against questions the firm has refined over years. Reading long company reports and writing them up took most of the day.
In a regulated business, every conclusion also has to hold up.
Sectors Financial Services
Research drafted in minutes, signed off by analysts.
Cameron Harrison is an independent private wealth firm. We built CHAI, their AI platform, starting with the research their analysts write every day.
Independent private wealth management
What we built
CHAI reads a company’s latest reports, checks them against the firm’s standards and drafts the write-up. The analyst reviews it, edits it and signs off.
Staff can write their own skills, reusable steps that work on the firm’s data, and share them with the team. CHAI connects to AI services over open protocols such as MCP, so no single vendor holds it.
The benefit
A write-up that took most of a day is ready to review in minutes. The platform, and the decisions it supports, stay with Cameron Harrison.
- Minutes, not a day
- to read a report and draft the full analysis
- Analysts freed for judgement
- CHAI handles the reading and first draft
- Every claim cited
- each conclusion links to the figure it rests on
Work in a business built on trust?
If your people spend hours writing up what a system could draft, with its sources shown, let’s talk.
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