Investor Insights

Webinar: Your Data, Your AI: Putting YipitData Into the Workflows You Already Use

Published

Oct 27, 2026

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Last updated

October 27, 2026

Your Data, Your AI: Putting YipitData Into the Workflows You Already Use” investor webinar thumbnail with a video player illustration
summary

YipitData’s Your Data, Your AI webinar demonstrates how funds can bring sourced YipitData research, daily KPIs, and Kepler card spend data into Claude, Codex, and their own models, including a live demo of a self-updating dashboard.

Bring YipitData into Claude, Codex, and your own models, with every answer linked to its source.

Your team already uses AI, but most alternative data is still stuck in portals and inboxes. Join YipitData on November 10 at 1:00 p.m. ET to see how YipitData Connect brings research, chart data, and daily KPIs directly into the AI tools your team already uses, so you can ask questions instead of searching for answers. We’ll also show how Kepler, our daily card spend feed, gives your team fast, granular data to analyze in its own environment. You’ll leave with workflows you can put to use right away, including custom dashboards that update themselves.

In this webinar, you’ll learn how to:

  • Get sourced answers from YipitData research inside Claude and Codex, with each answer linked back to its source
  • Pull daily KPIs and slice them any way you like
  • Build dashboards that update on their own, with a live demo of an AI-built inflection tracker
  • Analyze Kepler’s daily US card spend across 600+ merchants, delivered to your own environment
  • Keep access secure by design, so users only see what their subscription covers

Speakers:

  • Nate Harmon, VP of Product, Public Investor
  • Ted Peikidis, Associate Director of Product Experience
  • Todd Levinson, Senior Product Manager, Card Feeds
  • Noah Gup, Senior Director, Client Strategy

Register to join live, or to get the recording if you can’t make it →

Register for the webinar

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