Publications

Through Your Clients’ Eyes: Wealthtech Advances The Client Experience

Given that a recent YCharts survey revealed that 75% of clients thought about leaving their advisors last year, the question is not whether to improve client experience, but how. Dr. Sindhu Joseph says that “younger investors, who are used to streamlined, highly personal engagement and access to transparent information from service providers like Amazon, Uber or Netflix”. She also adds, “Advisors must have access to portfolio management tools that enable them to offer these kinds of services in an efficient manner.”

CogniCor’s AI-Enabled Digital Assistant for Advisors Integrates Microsoft’s Azure OpenAI

Announcing CogniCor's groundbreaking integration with Microsoft! “At Microsoft, we are pleased to work with specialized startups like CogniCor to extend our platforms into specific domains and business processes that are critical to industries like Financial Services,” Matthew Kerner, CVP, Microsoft Cloud for Industry at Microsoft, said in a statement. “We are pleased to see CogniCor enable their industry vertical AI assistants built on our AI platform to unlock value in industry verticals such as insurance and wealth management.”

Q&A: CogniCor Founder – AI Makes Advisors Better at Client Service

CogniCor CEO and Founder Dr. Sindhu Joseph discusses our new Advisor Co-Pilot and Insight Engine with Digital Wealth News. We are thrilled to offer the wealth management industry tools that not only enhance efficiencies but also enable personalized client service at scale.

Award Winning CogniCor AI Assistant Cuts up to 80% of Pre- And Post-Meeting Work for Advisors

Digital Wealth News recently reported on our award-winning suite of AI-enabled digital assistants. Be sure to check out the coverage and learn more about the ways CogniCor can help enhance efficiencies and drive scale in your wealth management and insurance business.

Shufro Rose: Planning With Two For Now

Explore wealth management insights in this article, navigating industry challenges. Thanks to Vibhaw Arya, COO at Shufro Rose, for illuminating crucial aspects. Special gratitude to Rob Burgess and WealthManagement.com for extending the article's reach. Join the discussion on the evolving wealth management landscape.

Don't fear the robots: the case for deploying AI in wealth management

The increasingly popular form of generative AI known as large language models (think of OpenAI's ChatGPT bots as an example) can bring automation to many manual tasks for advisors and their teams, deliver greater scale in working with more customers at once, and help wealth management firms identify leads for potential long-term client relationships. Rather than viewing AI as a threat, advisors and industry professionals ought to see the technology tools as "a historic opportunity" for the field, said Sindhu Joseph, CEO CogniCor.

The Right Stuff: How Wealthtech Can Amp Up a Firm’s Value Proposition With Recruits

Discover the tech elevating financial firms' value proposition in a discussion with Dr. Sindhu Joseph, CEO of CogniCor. According to her, AI-driven virtual assistants, particularly aiding advisor transitions, stand out as key offerings. Read more in the article by Bridgemark Strategies CEO Jeff Nash on AdvisorHub.

Steward Partners: No Two Advisors Are The Same

In an exclusive interview with WealthManagement.com, Mohan Gurupackiam, CIO at Steward Partners, shares insights into the firm's technology evaluation and integration strategies. With $32 billion AUM, Steward Partners prioritizes leveraging new technology, including AI, to empower advisors and enhance client relationships in the wealth management industry. "AI Assistant: CogniCor: We have realized many questions from our advisors can be answered more efficiently in real time using an AI-based tool. We are rolling out an AI-based tool from CogniCor so the advisor can use and access all the available information. It is difficult for advisors to look at 500 pages of policy documentation. Advisors can ask more specific questions. That is very efficient."

CogniCor Inks Deal With Charles Schwab (CogniCor Partners with Charles Schwab on AI Solutions for RIAs )

CogniCor, developer of an artificial intelligence-powered business automation platform, announced it is now available to RIAs working with Charles Schwab. Sequoia Financial Group, in Akron, Ohio, is the first Schwab affiliate to use CogniCor's service.

Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor

For #brokerdealers and #enterpriseRIAs, aging software may signal the need for an overhaul. Dr. Sindhu Joseph, an AI Ph.D. holder with six patents, shares insights in a compelling podcast hosted by Craig Iskowitz, founder of Ezra Group, LLC Consulting.

Live from BNY Mellon Pershing Insite

CogniCor is Featured in the renowned Bloomberg News Businessweek! Want to know why? Click here!

An AI solution to financial advisors' cognitive bias?

In a recent Financial Planning article, the impact of cognitive biases on financial advisors' practices and potential solutions were explored, with a focus on AI's role. Dr. Sindhu Joseph, CEO of CogniCor Technologies, highlighted AI's potential in addressing client and advisor biases by offering relevant information and guiding advisors to optimal actions. The article emphasizes the significant step forward AI can provide in overcoming biases and enhancing the financial planning process. Gratitude to Elijah Nicholson-Messmer and Financial Planning for publishing this insightful piece.

An Immigrant’s Perspective On The Wealth Management Industry

Rosh Cherian, recipient of the AAPI Innovator of the Year at the Pathfinder Awards, discusses the future of AI in wealth management. As a global professional with experience on three continents, including insights as an immigrant, he shares thoughts on rising to the top in wealth management and enhancing industry inclusivity.

How AI Will Change Wealth Management

Dr. Sindhu Joseph, CogniCor's CEO, shares her visionary insights on AI's transformative potential in finance with Barron's Andrew Welsch. In the interview, she discusses CogniCor's AI-powered digital assistants and their impact on revolutionizing wealth management. Dr. Joseph emphasizes AI's crucial role in optimizing revenue and fostering growth within the financial industry.

Why technology and a relationship business aren't mutually exclusive

After the Financial Planning INVEST conference, attendees left with valuable insights and knowledge that can greatly benefit their careers and businesses. Gratitude to Tobias Salinger for his detailed article capturing the essence of the conference.

T3 Conference Preview: Largest Issues Facing Wealthtech Today

"AI-enabled digital assistants backed by industry-specific knowledge graphs and GPT3-like large language models provide a clear path forward that will enable the industry to re-invent the wealth experience and create profitable opportunities"- said Rosh Cherian, CTO, CogniCor Technologies.

ChatGPT: Miracle, meme or menace?

The chat GPT discussion is still going on and is quickly spreading, causing multiple speculations. Justin Mack from Financial Planning reports, with Dr. Sindhu Joseph, CEO of CogniCor, and others, that both advisors and generative AI are here to stay, and the question is how each will maximize the potential of the other. The chat GPT discussion is still going on and is quickly spreading, causing multiple speculations. Justin Mack from Financial Planning reports, with Dr. Sindhu Joseph, CEO of CogniCor, and others, that both advisors and generative AI are here to stay, and the question is how each will maximize the potential of the other.

CogniCor Launches Wealth Management Knowledge Graph

DWN sat down with CogniCor Co-founder and CEO, Sindhu Joseph to get a better understanding of what these development means for the future of AI-enabled solutions within the wealth management space.

The Hidden Costs of Delaying Back-Office Projects

What are the typical reasons for wealth management firms deciding to place adoption and implementation of a back-office automation solution on hold, and how long can such pauses last before these initiatives are restarted?

In Tech Underlying ChatGPT and Competitors, a Possible Co-Pilot for Advisors

ChatGPT has recently become a buzzword, and in her latest article, our CEO Dr. Sindhu Joseph explains how it can redefine the wealth experience when applied properly. Being in wealth tech for over a decade, she reiterates how effective it will be when AI foundational models are combined with the appropriate industry knowledge graphs.

CogniCor’s Dr. Joseph: Artificial Intelligence Empowers Growth and Synergies

CogniCor’s CEO Explains How Artificial Intelligence Accelerates Growth, Mobilizes Synergies and Enhances Holistic Solutions Across Insurance and Wealth Management

AI can help amid industry consolidation, staffing shortages

While artificial intelligence is often seen as a job killer, the Great Resignation has spotlighted the limitations of support and integration operations reliant on traditional workforces and approaches.

Inaugural Future Proof Wealth Festival Kicks Off, Praying For Good Weather And High Attendance

Chief Information Officers in wealth management focus on leveraging AI for efficiencies, particularly in addressing challenges related to high-touch service amidst regulatory processes. Digital assistants are proposed as scalable and automated solutions to alleviate these issues. Well-implemented AI-enabled technology enhances service delivery without substantial additional human resource investment. The Future Proof conference provides a platform for industry innovators to discuss AI applications and catalysts for change in wealth management, especially as the industry faces labor shortages and impending wealth transfers.

Artificial Intelligence and The User-Support Merry-Go-Round

In the wealth management sector, AI promises greater efficiency through the optimization of routine tasks like onboarding new advisors. Traditional processes involve multiple support staff, but AI algorithms can provide answers and guidance, reducing the need for extensive human involvement. This not only streamlines the user experience, aligning well with the preferences of digital natives, but also enhances overall satisfaction. AI-driven support systems increase productivity for advisors, reducing the opportunity cost of addressing queries and allowing them to focus on value-adding tasks. As AI continues to transform various industries, its application in wealth management support is both timely and impactful.

WSR Pathfinder Awards – Top Women Leaders in Wealth Management

WSR Names Prominent Wealth Management Top Executives Natalie Wolfsen, Shannon Spotswood and Sindhu Joseph as Top Women Leaders in Wealth Management.

Ten to Watch in 2023: Sindhu Joseph

WealthManagement.com recognizes our Co-founder and CEO, Dr. Sindhu Joseph, as one of the "10 People to Watch in 2023!"

Ram Nagappan Invests in AI-Powered Digital Assistant Startup CogniCor
Insurtech expert Toan Huynh also is joining CogniCor's advisory board.

Sindhu Joseph continues to attract top-tier board members and investors to her artificial intelligence startup CogniCor.The research scientist with a doctoral degree turned co-founder and CEO announced that her AI-powered business automation startup had landed Ramaswamy Nagappan, chief information officer for BNY Mellon Pershing, as an investor in the company. In addition, it was announced that fintech entrepreneur Toan Huynh was joining its advisory board.

Ep. 147: June News Roundup- WealthTech

CogniCor has launched three new digital assistant modules that use AI to help advisors and wealth management firms accelerate their productivity. CogniCor, a California based company provides Fortune 500 financial firms with AI powered front and back office automation services.

When Rolling out New Tech, People and Process Matter

While unpredictable instances of failed tech rollouts exist, they are rare. The more common cause of technology implementation failures lies in the inadequate management of factors beyond the technology itself. Organizations, especially those adopting AI platforms, should thoroughly investigate these underlying questions to ensure successful implementations.

Artificial Intelligence and the Future of Wealth Management in 2024 and Beyond

The wealth management industry has undergone a transformative journey with the integration of evolving AI and its tools. As a relationship-centric sector, AI enhances the human element and workforce, rather than replacing human advisors. Effectively meeting client demands and fostering strong client relationships are outcomes of the strategic adoption of AI and its scalable wealth-tech tools. Gain deeper insights by exploring conversations with industry experts Dr. Sindhu Joseph, Darren Conner, COO PensionPro), and @Brian K. Bunker (Senior Director, Head of Practice Management & Consulting, Stratos Wealth Partners, CA) as they discuss how AI is shaping the future of the wealth space.

RIAs: Your Tech Stack Is in Your Way

The wealth management industry's patchwork technology approach, focusing on individual problems, has largely failed Registered Investment Advisors (RIAs). RIAs need comprehensive technology solutions that integrate teams, capital, and clients efficiently. While AI-enabled solutions can help, the industry requires a strategic overhaul, focusing on integration and domain expertise to maximize the benefits of AI throughout an enterprise.

Publications

Through Your Clients’ Eyes: Wealthtech Advances The Client Experience

CogniCor’s AI-Enabled Digital Assistant for Advisors Integrates Microsoft’s Azure OpenAI

Q&A: CogniCor Founder – AI Makes Advisors Better at Client Service

Award Winning CogniCor AI Assistant Cuts up to 80% of Pre- And Post-Meeting Work for Advisors

Shufro Rose: Planning With Two For Now

Don't fear the robots: the case for deploying AI in wealth management

The Right Stuff: How Wealthtech Can Amp Up a Firm’s Value Proposition With Recruits

Steward Partners: No Two Advisors Are The Same

CogniCor Inks Deal With Charles Schwab (CogniCor Partners with Charles Schwab on AI Solutions for RIAs )

20 Books Loved by Industry Execs / Think Advisor

Wealthtech Roundup: AdvisorEngine, T3, CogniCor, AssetMark And More

Back to School: What to Learn this Year in WealthTech

Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor

Live from BNY Mellon Pershing Insite

An AI solution to financial advisors' cognitive bias?

An Immigrant’s Perspective On The Wealth Management Industry

How AI Will Change Wealth Management

Why technology and a relationship business aren't mutually exclusive

T3 Conference Preview: Largest Issues Facing Wealthtech Today

ChatGPT: Miracle, meme or menace?

CogniCor Launches Wealth Management Knowledge Graph

The Hidden Costs of Delaying Back-Office Projects

In Tech Underlying ChatGPT and Competitors, a Possible Co-Pilot for Advisors

CogniCor’s Dr. Joseph: Artificial Intelligence Empowers Growth and Synergies

AI can help amid industry consolidation, staffing shortages

Inaugural Future Proof Wealth Festival Kicks Off, Praying For Good Weather And High Attendance

Artificial Intelligence and The User-Support Merry-Go-Round

WSR Pathfinder Awards – Top Women Leaders in Wealth Management

Ten to Watch in 2023: Sindhu Joseph

Ram Nagappan Invests in AI-Powered Digital Assistant Startup CogniCor
Insurtech expert Toan Huynh also is joining CogniCor's advisory board.

Ep. 147: June News Roundup- WealthTech

When Rolling out New Tech, People and Process Matter

Artificial Intelligence and the Future of Wealth Management in 2024 and Beyond

RIAs: Your Tech Stack Is in Your Way

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Publications

Through Your Clients’ Eyes: Wealthtech Advances The Client Experience

CogniCor’s AI-Enabled Digital Assistant for Advisors Integrates Microsoft’s Azure OpenAI

Q&A: CogniCor Founder – AI Makes Advisors Better at Client Service

Award Winning CogniCor AI Assistant Cuts up to 80% of Pre- And Post-Meeting Work for Advisors

Shufro Rose: Planning With Two For Now

Don't fear the robots: the case for deploying AI in wealth management

The Right Stuff: How Wealthtech Can Amp Up a Firm’s Value Proposition With Recruits

Steward Partners: No Two Advisors Are The Same

CogniCor Inks Deal With Charles Schwab (CogniCor Partners with Charles Schwab on AI Solutions for RIAs )

20 Books Loved by Industry Execs / Think Advisor

Wealthtech Roundup: AdvisorEngine, T3, CogniCor, AssetMark And More

Back to School: What to Learn this Year in WealthTech

Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor

Live from BNY Mellon Pershing Insite

An AI solution to financial advisors' cognitive bias?

An Immigrant’s Perspective On The Wealth Management Industry

How AI Will Change Wealth Management

Why technology and a relationship business aren't mutually exclusive

T3 Conference Preview: Largest Issues Facing Wealthtech Today

ChatGPT: Miracle, meme or menace?

CogniCor Launches Wealth Management Knowledge Graph

The Hidden Costs of Delaying Back-Office Projects

In Tech Underlying ChatGPT and Competitors, a Possible Co-Pilot for Advisors

CogniCor’s Dr. Joseph: Artificial Intelligence Empowers Growth and Synergies

AI can help amid industry consolidation, staffing shortages

Inaugural Future Proof Wealth Festival Kicks Off, Praying For Good Weather And High Attendance

Artificial Intelligence and The User-Support Merry-Go-Round

WSR Pathfinder Awards – Top Women Leaders in Wealth Management

Ten to Watch in 2023: Sindhu Joseph

Ram Nagappan Invests in AI-Powered Digital Assistant Startup CogniCor Insurtech expert Toan Huynh also is joining CogniCor's advisory board.

Ep. 147: June News Roundup- WealthTech

When Rolling out New Tech, People and Process Matter

Artificial Intelligence and the Future of Wealth Management in 2024 and Beyond

RIAs: Your Tech Stack Is in Your Way

Ram Nagappan Invests in AI-Powered Digital Assistant Startup CogniCor
Insurtech expert Toan Huynh also is joining CogniCor's advisory board.