Boosted.ai

📢 Introducing Boosted Insights 3.0 📢 Our revolutionary updates - including generative AI that trawls the news for trends, portfolio analytics that isolate risk, and overall ease-of-use improvements - help investment managers supercharge their productivity. Read more about how AI can help asset managers cut hours from their research process here. #boostedai #finance #artificialintelligence #investmentmanagement

It's an honour to be named to the CB Insights Fintech 100 as one of the "high-momentum companies that are shaping the future of financial services", per Laura Kennedy. It's especially gratifying to be acknowledged for our efforts in workflow automation, specifically. If you are curious about how AI can help automate your own asset management workflows, we would be happy to show you why we're among the best in fintech!

Stressed about earnings season? AI is making it simpler for asset managers by automating their workflows and proactively updating them for potential shifts to be aware of. Join us for a webinar on Thursday, October 31 at 12 p.m. ET where one of our Managing Directors, Product - Alexander K. - will walk through how AI is helping our clients take the stress out of earnings season.

"Poll reveals four-fifths of younger affluent investors want their advisors to use AI tools, and a third would consider firing non-adopters." Great article by Leo Almazora in InvestmentNews covering our recent survey. Check out the rest below!

More coverage of our HNWI and AI usage survey, this time from Financial Advisor Magazine. Great article by Ed Hayes, who interviews our CRO Geoffrey Clauss: “People are learning how to use AI to improve their current workflow and/or position,” [Clauss] said. “It’s not necessarily replacing jobs or job functions, it’s enhancing one’s ability to do their role better.” See the rest of the article here!

More coverage of our AI study on the Schwab Network, where our CEO and co-founder Joshua Pantony joins Nicole Petallides again to chat about our findings. The takeaway: younger investors are much more AI savvy and expect the same of their wealth managers. An especially important point as the $84 trillion Great Wealth Transfer continues. Watch the rest here!

"A big percent of younger, wealthier investors expect their advisors to use AI." That's andrew bell from BNN Bloomberg, quoting the recent survey we conducted that found that younger people trust and are using AI in their daily lives, and want their wealth managers to do the same. Check out more of Joshua Pantony's interview here, including more segmentation of the data, like how as many as 8/10 expect their advisors to use it, and up to 35% said they would consider switching if their advisor was not using AI.

This Wednesday at noon! Join us as we bring together our team of agentic AI experts, CEO Joshua Pantony, Solutions Consultant George Hinin, and CRO and moderator Geoffrey Clauss, to share the ways they are seeing investment managers get ahead with AI agents built to think like them.

"The thing [to] focus on when it comes to compliance [in AI] is auditability," says Boosted.ai CEO and co-founder Joshua Pantony on FINTECH.TV. Learn more about how companies are adopting AI across finance and staying ahead of compliance in this insightful discussion with Remy Blaire.

Join us on Wednesday, September 25 at 12 p.m. ET for a conversation with our team of agentic AI experts, CEO Joshua Pantony, CRO Geoffrey Clauss, and Solutions Consultant George Hinin. They'll be talking agentic AI use cases, where our clients have seen success, pitfalls to be careful of, and the specific types of agentic automations they see as the most powerful in the investment management process.