A financial watchlist is a list of securities for actively monitoring trading opportunities and to track price movements, news, and other relevant information. The Connectifi Financial Apps Template gives you a one-click assembly of a watchlist and its supporting applications.

Agent for financial research workflows. Use the agent to discover and automate workflows across financial data applications

Meeting Preparation Agent. This agent is designed to help users prepare for meetings by aggregating relevant information and providing a meeting brief.

This directory demonstrates embedded AI assistance for a watchlist application.

Moving across devices is essential. Workflows should be user-centric, not device-centric, with no friction from sharing data and moving to the next step in a task. Connectifi provides a complete solution across devices, going far beyond FDC3's focus on the desktop and enabling you to build rich cross-device experiences with ease.

Sharing content via direct messages and social media is one of the most prevalent interoperability use cases. While any linkable content can technically be shared, leveraging integration features streamlines the process, removing the need for manual copy-and-paste steps and enhancing the user experience.