Boosted.ai cuts research time for finance professionals by 70%, powered by Quartr API
"Speed matters. But context and conviction matter more."
That's how Stuart Kozola, Managing Director of Products at Boosted.ai, sums up the high-stakes world of institutional investing.
Every second counts in institutional investing – but insight is what drives better decisions. That's the philosophy behind Boosted.ai, an enterprise AI platform that turns information overload into actionable insights for investment managers.
At the center of it all is Boosted.ai's flagship product: Alfa. It's an agentic AI platform purpose-built for finance professionals looking to automate research and monitor markets to achieve a competitive advantage. But to deliver on that promise, Alfa needed the right input: reliable and timely first-party information from public companies. That's where the Quartr API comes in.
We brought in Quartr to ensure our clients have uninterrupted access to the richest possible qualitative insights – management tone, unscripted remarks, and visual cues – so they gain a complete understanding of a company's trajectory without the delay or noise of manual processes.— Stuart Kozola, Managing Director of Products, Boosted.ai
The pain point
Before integrating the Quartr API, investment teams were stuck in manual research processes, sifting through transcripts, hunting for KPIs in decks, scrambling for signals buried in Q&As.
"Analysts were spending hours reviewing calls and decks, and still faced a significant risk of missing key takeaways. That's far from optimal."
Numbers alone don't build conviction. Context does. Was the margin expansion driven by pricing power or one-off cost cuts? Did management double down on a strategy or quietly shift course? Before Quartr, that clarity was hard to find – buried in transcripts, scattered across decks, easy to miss.
Analysts and finance professionals weren't just short on time. They were short on context.
The fix: Alfa + Quartr API
Boosted.ai has now supercharged Alfa's output capabilities with instant access to all investor relations material from public companies: earnings call transcripts, slide presentations, reports, and management commentary.
No delays. No third-party interpretations. No guesswork. Just raw, first-party information, ready to be analyzed with the help of AI within minutes of every event.
"Immediately after an earnings call ends, Alfa taps into the Quartr API to fetch the verbatim transcript. Our natural‑language pipelines then identify and tag guidance updates, sentiment shifts, core themes, and standout Q&A moments."
In seconds, clients receive:
• Distilled summaries with sentiment and guidance tags
• Key Q&A highlights linked to timestamps
• Visual deck analysis and KPI extraction
• Full transparency – every insight is linked back to the original source
The outcome
"We're seeing clients cut 70–80% of their time spent on earnings analysis. That's quite transformational," Kozola continues.
Tangible ROI – the impact goes beyond efficiency:
• Time savings: Analysts focus more on analyzing and thinking. Less on manually searching.
• Signal capture: Hundreds of market-moving cues surfaced each quarter.
• Conviction: Standardized insights and summaries, audit-ready and portfolio-committee approved.
• Coverage: Full watchlist visibility, not just the names an analyst had time to manually review.
The most valuable data in finance isn't always a number. It's a sentence. A shift in tone. A hint of hesitation from a CEO. That's what Quartr lets us tap into, and why our clients love it.— Stuart Kozola, Managing Director of Products, Boosted.AI
Why Quartr? "Because first-party data wins."
Boosted.ai built this integration for one simple reason: investment professionals don't want someone else's interpretation – they want the raw stuff, straight from management and companies, so they can draw their own conclusions.
"Quantitative data tells you what happened, qualitative data explains why it happened and how management feels about the outlook."
That's why Quartr became a foundational layer in Boosted.ai's data stack. With direct access to first-party investor relations material, Alfa's AI can now detect subtle changes in strategy, tone, and outlook. For Boosted.ai's clients, that means faster signal recognition, deeper context around catalysts, and higher confidence when allocating capital.
Earnings calls reveal tone, confidence, and hesitation – the subtle cues that hint at shifting priorities or brewing risks. That's where the real narrative lives. It frames the why behind the numbers and uncovers the signals that fuel high-confidence decisions. Slide presentations offer a visual map of what matters most to management, from product launches to capital allocation.
"We're helping teams act faster and think deeper. They can simply ask Alfa: What's changed in guidance across my portfolio? Did the management shift tone on outlook or KPIs this quarter? And they get answers in seconds."
For Boosted.ai, it's not about replacing the analyst – it's about helping them find what matters faster and removing the noise that slows them down. With the Quartr API, their AI pays attention to what's said, how it's said, and what it might mean. This enables investment teams to do the same, with greater confidence and clarity.