Agentic AI is a new concept that offers a lot of promise to those that are able to effectively capitalize on its power. The main benefits are things we’ve had clients ask for for years: putting their brain in the machine, having something that continuously monitors and proactively delivers updates, and of course, added efficiency and data within their process. But how can investment managers create a successful roadmap for implementation?
Join Boosted.ai team members Joshua Pantony (CEO and co-founder), Geoff Clauss (CRO) and George Hinin (Solutions Consulting) in a conversation about the ways they are seeing different types of asset managers with their workflows through agentic AI.
You’ll learn:
– What agentic AI is
– How wealth managers, asset managers, family offices and hedge funds are finding value with custom built AI agents
– Potential pitfalls to look out for when creating your AI strategy
– The specific types of automations we are seeing as the most powerful
