Finally,
AI training for time-poor equity research teams

Behavior changing AI training your busy analysts actually use

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Used by CITIC CLSA research team

Used by CITIC CLSA
research team

Why WorldClass Labs

Why WorldClass Labs

Why WorldClass Labs

Our ex-finance team delivers behavior changing AI training used by a global investment bank

82%

Clients Boosted Efficiency

120+

Global Clients Served

82%

Clients Boosted Efficiency

120+

Global Clients Served

82%

Clients Boosted Efficiency

120+

Global Clients Served

CLSA casestudy

Trained 40 equity research professionals at CLSA on how to use AI in their workflow

CLSA casestudy

Trained 40 equity research professionals at CLSA on how to use AI in their workflow

CLSA casestudy

Trained 40 equity research professionals at CLSA on how to use AI in their workflow

Built by ex-analyst

Curriculum built by an ex-equity analyst who “gets” institution-level research

Built by ex-analyst

Curriculum built by an ex-equity analyst who “gets” institution-level research

Built by ex-analyst

Curriculum built by an ex-equity analyst who “gets” institution-level research

For your environment

Designed for the corporate's workflow and IT environment creating immediate adoption

For your environment

Designed for the corporate's workflow and IT environment creating immediate adoption

For your environment

Designed for the corporate's workflow and IT environment creating immediate adoption

Why Generic Training Fails Research Teams

Why Generic Training Fails Research Teams

Why Generic Training Fails Research Teams

Most AI training is designed for the masses. Failing to meet the institutional-level research precision and speed

This will only push your time-poor team away from AI

Generic Training

Here's how to use AI to automate your writing tasks

Here's how to write prompts for extracting data from pdfs

Here is how AI can help you with brainstorming new ideas

Generic Training

Here's how to use AI to automate your writing tasks

Here's how to write prompts for extracting data from pdfs

Here is how AI can help you with brainstorming new ideas

Generic Training

Here's how to use AI to automate your writing tasks

Here's how to write prompts for extracting data from pdfs

Here is how AI can help you with brainstorming new ideas

What Analysts Need

How to turn my earnings call notes into a preview draft that matches my house style

How to extract data from financial filings without doubting its result

How to train the AI using my research reports to convert it to a brainstorming partner

What Analysts Need

How to turn my earnings call notes into a preview draft that matches my house style

How to extract data from financial filings without doubting its result

How to train the AI using my research reports to convert it to a brainstorming partner

What Analysts Need

How to turn my earnings call notes into a preview draft that matches my house style

How to extract data from financial filings without doubting its result

How to train the AI using my research reports to convert it to a brainstorming partner

How We Actually Change Behavior

How We Actually Change Behavior

How We Actually Change Behavior

From AI skeptics to AI enthusiasts

From AI skeptics
to AI enthusiasts

We design curriculums that let your staff experience meaningful finance specific AI experiences with minimal learning curve. Turning them from being skeptical to AI to embracing AI

01

Your real research tasks

We develop equity research specific exercises that your analysts would actually use, not hypothetical exercises

• Converting research reports into marketing emails

• Creating earnings review & preview notes

• Turning AI into a contrarian investor for brainstorming

01

Your real research tasks

We develop equity research specific exercises that your analysts would actually use, not hypothetical exercises

• Converting research reports into marketing emails

• Creating earnings review & preview notes

• Turning AI into a contrarian investor for brainstorming

01

Your real research tasks

We develop equity research specific exercises that your analysts would actually use, not hypothetical exercises

02

Your approved tools

We work with what you already have (i.e. M365 Copilot, enterprise ChatGPT), not what we want to sell you

02

Your approved tools

We work with what you already have (i.e. M365 Copilot, enterprise ChatGPT), not what we want to sell you

02

Your approved tools

We work with what you already have (i.e. M365 Copilot, enterprise ChatGPT), not what we want to sell you

03

Hands-on experimentation

In live sessions analysts practice on their actual work developing the skills and intuition for when/how to use AI

03

Hands-on experimentation

In live sessions analysts practice on their actual work developing the skills and intuition for when/how to use AI

03

Hands-on experimentation

In live sessions analysts practice on their actual work developing the skills and intuition for when/how to use AI

=

Staffs who feel empowered to use AI

Team members who don't just "try" AI. A trained team with high impact and specific use cases because they've proven to themselves it works.

=

Staffs who feel empowered to use AI

Team members who don't just "try" AI. A trained team with high impact and specific use cases because they've proven to themselves it works.

=

Staffs who feel empowered to use AI

Team members who don't just "try" AI. A trained team with high impact and specific use cases because they've proven to themselves it works.

Research teams that trust WorldClass Labs

Client Success Story

Client Success Story

Client Success Story

CITIC CLSA Workshop
(40+ equity research professionals)

40 analysts, RAs and editors joined globally

40 analysts, RAs and editors joined globally

40 analysts, RAs and editors joined globally

4 CLSA research team specific exercises delivered

4 CLSA research team specific exercises delivered

4 CLSA research team specific exercises delivered

2 already deployed enterprise AI tools used

2 already deployed enterprise AI tools used

2 already deployed enterprise AI tools used

1 on-site and 2 virtual sessions held

1 on-site and 2 virtual sessions held

1 on-site and 2 virtual sessions held

All trained by an ex-equity analyst

All trained by an ex-equity analyst

All trained by an ex-equity analyst

"The exercises provided in the session were super useful and wish the session was longer"

One participant from the workshop

Who is behind WorldClass Labs?

Who is behind WorldClass Labs?

Who is behind WorldClass Labs?

Meet our ex-finance team
training current finance teams

Our instructors are ex-finance professionals who used to be in your exact seat. They are the creators and instructors behind all training materials and outcome that meet your "institutional quality"

Equity Research Program Director

Youngrin Kim

• Main stage AI speaker at 2025 CITIC CLSA Investor Forum

• Previously an equity analyst at CLSA HK & Seoul office covering global thematics and China education sector

• Responsible for creating equity research specific exercises that analyst/RAs would actually use in their job

• Guarantees "institutional-level" quality to AI output generated in the exercises

• Also the founder and CEO of WorldClass Labs (DONT FORGET TO ADD AI ON A LEASH REPORT AUTHOR)

Expertise

Equity research

AI

Equity Research Program Director

Youngrin Kim

• Main stage AI speaker at 2025 CITIC CLSA Investor Forum

• Previously an equity analyst at CLSA HK & Seoul office covering global thematics and China education sector

• Responsible for creating equity research specific exercises that analyst/RAs would actually use in their job

• Guarantees "institutional-level" quality to AI output generated in the exercises

• Also the founder and CEO of WorldClass Labs (DONT FORGET TO ADD AI ON A LEASH REPORT AUTHOR)

Expertise

Equity research

AI

Equity Research Program Director

Youngrin Kim

• Main stage AI speaker at 2025 CITIC CLSA Investor Forum

• Previously an equity analyst at CLSA HK & Seoul office covering global thematics and China education sector

• Responsible for creating equity research specific exercises that analyst/RAs would actually use in their job

• Guarantees "institutional-level" quality to AI output generated in the exercises

• Also the founder and CEO of WorldClass Labs (DONT FORGET TO ADD AI ON A LEASH REPORT AUTHOR)

Expertise

Equity research

AI

Contact us

Contact us

Contact us

Regain ROI on your AI tools

Let's talk about how we can improve ROI on your AI investments by changing your team’s behavior.

Click the button below to book a quick 30 min call. No prep required. We will simply talk about whether custom training makes sense for your team!

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Book A Free Consultation

Book A Free Consultation