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In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by Geoff Robinson, founder of TheInvestmentAnalyst.com and former Managing Director at UBS. Geoff shares his passion for innovation in finance and technology, diving deep into how AI, digital avatars, and automated agents are reshaping the way we learn, invest, and deliver financial advice.
Geoff Robinson is an investment analyst and former Managing Director at UBS, with years of experience in financial modeling and research. After a successful corporate career, he founded theinvestmentanalyst.com, a platform designed to deliver high quality financial training using AI-driven avatars and cutting edge technology. Geoff is at the forefront of exploring AI’s impact on financial education, advisory services, and market predictions.
Expect to Learn:
In this episode, Geoff Robinson offers a glimpse into the near future of finance where AI-generated avatars, real-time advisory bots, and metadata-driven recommendations shape how professionals learn and interact with data. His message is clear: those who stay closest to the technology frontier will be the first to innovate, adapt, and lead.
Follow Geoff:
LinkedIn - https://www.linkedin.com/in/geofftheinvestmentanalyst
Website - https://theinvestmentanalyst.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:12] - Starting the Platform
[03:30] - Digital Avatars and AI
[05:25] - AI Agents in Action
[07:12] - Personalized AI Experiences
[08:45] - AI-Generated Podcast
[10:53] - Managing AI Risks
[11:38] - Favorite Tech Tools
[13:18] - AI Recommendations
[14:10] - Final Thoughts
5
66 ratings
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by Geoff Robinson, founder of TheInvestmentAnalyst.com and former Managing Director at UBS. Geoff shares his passion for innovation in finance and technology, diving deep into how AI, digital avatars, and automated agents are reshaping the way we learn, invest, and deliver financial advice.
Geoff Robinson is an investment analyst and former Managing Director at UBS, with years of experience in financial modeling and research. After a successful corporate career, he founded theinvestmentanalyst.com, a platform designed to deliver high quality financial training using AI-driven avatars and cutting edge technology. Geoff is at the forefront of exploring AI’s impact on financial education, advisory services, and market predictions.
Expect to Learn:
In this episode, Geoff Robinson offers a glimpse into the near future of finance where AI-generated avatars, real-time advisory bots, and metadata-driven recommendations shape how professionals learn and interact with data. His message is clear: those who stay closest to the technology frontier will be the first to innovate, adapt, and lead.
Follow Geoff:
LinkedIn - https://www.linkedin.com/in/geofftheinvestmentanalyst
Website - https://theinvestmentanalyst.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:12] - Starting the Platform
[03:30] - Digital Avatars and AI
[05:25] - AI Agents in Action
[07:12] - Personalized AI Experiences
[08:45] - AI-Generated Podcast
[10:53] - Managing AI Risks
[11:38] - Favorite Tech Tools
[13:18] - AI Recommendations
[14:10] - Final Thoughts
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