Ever since the release of ChatGPT in late 2022, artificial intelligence (AI) has taken center stage as a transformative force across various industries. With recent acknowledgments, like Time Magazine naming AI architects as Persons of the Year, it’s evident that this technology will continue to shape our future. Elon Musk has even suggested that AI could make work optional within the next decade. To explore this fascinating evolution, we welcome Geoff Clauss, Chief Revenue Officer for Boosted AI, to share insights into the cutting-edge realm of agentic AI and its implications for finance, entrepreneurship, and sustainable investing.
Geoff Clauss distinguishes agentic AI from generative AI, highlighting a pivotal shift in the capabilities of machine learning. Generative AI has been remarkable in its ability to create models based on given data. In contrast, agentic AI goes a step further by anticipating user needs and making proactive suggestions. Clauss notes that the goal isn’t to eliminate work but to enhance its quality and enjoyment. With Boosted AI, this technology assimilates user behavior, interests, and trading styles, offering tailored recommendations to elevate user experiences in finance and investment.
One intriguing development in the AI landscape is the use of conversational interfaces, particularly voice interaction. Clauss candidly shares his journey of embracing voice technology, realizing its importance as a communication medium. With capabilities that allow users to engage with AI while multitasking—such as driving—voice interaction can facilitate seamless discussions. Users can query AI, request insights, or even modify portfolios without being tethered to screens, fundamentally changing how decisions are made in real time.
Boosted AI emerged as an institutional-grade platform, initially catering to asset managers. The ability to solve complex problems swiftly has extended the platform’s utility across various investment workflows. Whether it’s institutional investors performing deep searches for portfolio modeling or advisors managing client communications, Boosted AI serves as a powerful tool. The AI optimizes workflows, ensuring that advisors can tailor their messaging to thousands of clients efficiently, thus enhancing client relationships and service delivery.
The democratization of professional-grade research through AI tools is also empowering retail investors. With millions of active traders, the need for accessible, high-quality trading insights has never been more critical. Boosted AI offers chat services and deep search agents to support these individual investors, democratizing access to cutting-edge research traditionally reserved for institutional clients. This shift is vital as it enhances engagement in financial markets and supports sustainable investing practices, aligning with broader Sustainable Development Goals (SDGs).
Looking ahead, Clauss envisions a workplace enriched by AI, where professionals can focus on meaningful tasks and creative endeavors. He emphasizes that while AI can reduce the burden of mundane tasks, human elements—like building relationships—remain irreplaceable. As technology evolves, upskilling and adapting will be essential for professionals in finance and entrepreneurship to harness AI’s full potential, enabling them to engage more deeply with their passions and client relationships.
The conversation with Geoff Clauss sheds light on the transformative role of AI in reshaping investment landscapes and empowering users at every level. As we stride further into an era dominated by AI, understanding these shifts will be crucial for entrepreneurs, finance professionals, and retail investors alike. The technology’s ability to not only anticipate needs but also enable greater creativity and engagement signifies a vibrant future filled with opportunities for innovation—particularly in sustainable and impact investing. For more insights on the evolving landscape of AI and its implications for finance and sustainability, following thought leaders in tech and investment can provide valuable perspectives.