We are super thrilled to be selected as a finalist in the “Wealthies,” WealthManagement.com’s annual awards programs honoring the individuals, organizations and companies that help financial advisors build better businesses and create better outcomes for their clients.


CogniCor was selected as one of four finalists for the Business Support Systems | Workflow Automation Award by a panel of independent judges. Nominees were evaluated based on Impact, scope, scale, adoption, feature set, innovation, creativity and new methods of delivery. CogniCor was selected from more than 1000 submissions.


"CogniCor is honored to be included among notable industry leaders" said Dr. Sindhu Joseph, Ph.D CogniCor's CEO and Founder. "We are grateful to our passionate team of engineers, who are dedicated to make CogniCor's vision of bringing scalable efficiency in Wealth Management industry a reality and to our customers, who made this possible".


CogniCor is the Morgan Stanley-backed provider of artificial intelligence-powered business automation and learning platforms for highly regulated industries. We are a venture-funded, female-founded fintech firm based in Palo Alto, California and Kochi, India that is focused on using artificial intelligence solutions to accelerate productivity and growth for wealth management firms, insurance businesses and other financial services companies across the country. Central to the firm’s offerings is CIRA, CogniCor’s scalable enterprise platform for deploying and managing AI-powered business automation to help wealth management and financial services firms drive client engagement and business efficiency. 

Updated: Jun 2


For your average advisor, staying current with technology these days can be like drinking from the proverbial firehose. Independent wealth management firms are taking action to address this need by investing more heavily in technology learning centers that break down how financial advisors can access all the various digital tools they offer.



Recently Wealth Solutions Report published a study into this problem, where they interviewed Dr. Sindhu Joseph, Co-Founder and CEO of CogniCor.

Joseph emphasizes “continuous learning, as opposed to training as a one-off activity when an advisor joins the firm.” To enable continuous learning, Joseph suggests integrating learning solutions into the advisor’s desktop.

Joseph also suggests gamifying the learning system and rewarding the learner as their knowledge level increases, noting that these methods increase user adoption.

Finally, Joseph states that the learning platform should present data so that managers can analyze it. “This data should provide meaningful insights so that they can make decisions.”


Joseph notes that when combined with artificial intelligence automation enables knowledge delivery at the point of engagement, for example, delivering responses to an advisor’s questions directly rather than the inefficient traditional method of asking a supervisor.


Read more at Wealth Solutions Report website here.

CogniCor, a category-leading conversational AI platform for wealth, is delighted to announce that we have been handpicked to participate in the 2020 OnRamp Insurance Accelerator, in collaboration with Allianz Life and Securian Financial, two of the world’s largest insurance corporations. This nationally ranked, GOLD-tier accelerator program in the USA brings together the insurance industry’s top corporations, investors, and 5 carefully curated startups that work together to deploy groundbreaking solutions that help redefine the insurance experience landscape. For CogniCor, its Scalable Knowledge-graph based Conversational AI platform (CIRA) is used by top wealth management and retail banking clients and this presents a huge opportunity to work first hand with the influencers and thought leaders in the insurance industry and extend the domain coverage of CIRA platform within the broader financial services sector.


Sindhu Joseph, our Co-Founder, and CEO commented from her home office in Palo Alto ”Coming at a critical period when the whole world is trying to figure out the new normal of life during and after the COVID-19 pandemic, this win underscores the relevance of CogniCor’s vision to enable every business in the world with a "thinking, talking, cognitive interface" that engages with their customers 24X7”.


We thank you, for making our journey so far remarkable and looking forward to your continued support ahead.


-Team CogniCor

info@cognicor.com