Enabling Life Goals
AI Assistants For
Wealth Management
"We are looking forward to furthering automation and channel flexibility for advisors using CogniCor’s conversational AI platform"
Tim Hodge, Former Executive Vice President, LPL Financial
Freedom to focus
on relationship building
Wealth Advisor Assistant
Free yourself from time consuming tasks such as finding and filling out forms manually, managing custodian alerts, scheduling meetings, creating tasks from meeting notes etc.
Feel empowered
to delight your Advisors
Home Office Assistant
Improve support metrics and CSAT scores with AI assisted prompts, Contextual knowledge, Next Best Actions and Task automation so that you can resolve cases efficiently.
Self-service
your wealth, your way
Investor Assistant
Understand your wealth better and perform a variety of actions yourself at your own convenience.
Know Your ROI
Recover your investment in the first year leveraging industry's best use cases packaged as easy to deploy modules
ROI for Advisor Assistant for Meetings
How many advisors does your RIA firm have?
For each meeting, the average time spent pre-meeting (Scheduling, Agenda creation)
For each meeting, the average time spent post-meeting (Notes, Case Creation, Client Communication)?
5
500
10
200
1
5
5
No. of meetings per month per advisor
1