Say Hi to Bridget™ AI Chat – Revolutionizing Investment Intelligence

By Gaby Diamant, Bridgewise CEO

Ever since the world woke up to the power of AI chat tools like ChatGPT, the conversation has been buzzing with terms like Large Language Models (LLMs) and generative AI. But at Bridgewise, we saw something deeper—a chance to apply this technology to an area that requires not just generalized information, but a deep level of trust, and delivering investment intelligence you can trust is a fundamental part of our mission.

This goes back to when we started Bridgewise. We had a vision: to bring meaningful, data-driven investment intelligence to everyone, anywhere in the world, and provide recommendations they can rely on. That’s why I’m incredibly proud and excited to announce a major milestone on that journey—one that’s been a labor of love for our team. We’re launching Bridget™, our AI-powered chat tool specifically designed to empower investors and advisors with smart, accurate, and compliant investment insights.

This innovative solution is going live in the coming days with our initial launch partner, Israel Discount Bank.

Why This Matters

The launch of Bridget marks a turning point for the capital markets. It’s the first time a major financial institution is providing AI-driven investment advice in a way that’s fully compliant with regulatory standards. This is groundbreaking. For us, knowing we’ve been able to build something that both pushes the boundaries of AI and meets the stringent requirements of the financial world fills me with pride.

In a world where financial institutions are grappling with how to leverage AI safely, Bridget shows the way forward. It’s not just a tool that helps investors make decisions – it does so responsibly. 

What Makes Bridget Different?

I’ve always believed that investment advice should be clear, actionable, and honest. Too often, investors are left in the dark, sifting through mountains of conflicting information. With Bridget, we’ve changed that.

Unlike other AI systems, Bridget doesn’t just give you both sides of the story – it provides direct, data-backed recommendations. Whether it’s “buy,” “sell,” or “hold,” Bridget delivers insights you can rely on, thanks to the incredible work of our team in developing a Micro Language Model (MLM) specifically for financial contexts.

This isn’t just another chatbot. This is the next step for AI – designed to help real people make real investment decisions.

What It’s Like Chatting With Bridget

Let’s take a look at an example conversation with Bridget.

Here is a top financial news headline from recent days: Micron stock jumps as Q1 revenue forecast tops analyst estimates.

Imagine you’re a potential investor reading that story who wants to learn more about Micron. You can simply ask Bridget, “What do you think about Micron?” You can see the unedited response below:

Now imagine the investor wants to dig deeper and compare Micron to its competitors. They ask, “What’s a better investment, Micron, Qualcomm, or Nvidia?” And here is Bridget’s response to that question:

As you can see, the potential investor has gained insights into these options and areas for further exploration.

A Paradigm Shift for Financial Platforms

Bridget holds the potential to transform the way investors interact with financial institutions and the way they access investment intelligence, research, and analysis. Bridget can financial platforms in a number of key ways:

Conversational Investment Experience

Bridget transforms traditional investment intelligence reports into dynamic, interactive conversations. This shift enhances the user experience by allowing users to engage with investment insights in a more intuitive and conversational manner, similar to discussing with a human analyst.

An AI Tailored for Investments

Bridget is equipped with a financial language model that allows it to provide accurate and relevant responses to investment-related questions. It can do this in any language, making it versatile and accessible to a global audience.

Regulatory Compliant and Broad Global Coverage

Bridget provides investment recommendations for specific securities that adhere to regulatory standards, covering more than 50,000 global securities. With built-in safeguards to prevent errors, Bridget’s insights are ensured to be trustworthy, reliable, and compliant.

Customization and Analytics

Bridget can be tailored to meet institutional-specific standards and requirements. Additionally, it offers detailed analytics that provides insights into what users are interested in, helping you better understand their needs.

We can’t wait for you to start chatting with Bridget and learn about new possibilities for investors and investment discovery. Sign up for a demo today to hear more.