top of page


CogniCor's Wealth Copilot: A Leader in AI-Powered Advisor Assistants
CogniCor won 2025 Datos Impact Award for the best AI -powered Advisor Assistants / copilots. Datos Insights is a leading research and advisory partner to the banking, insurance and securities industries, and its annual Impact Awards program recognizes innovations leading the industry and pioneering new and disruptive financial services products and capabilities.
Manjusha E
Nov 13, 20253 min read


Building Responsible AI in Wealth Management: Introducing the ART Framework
As AI risks continue to grow, Responsible AI provides leaders with a consistent, measurable framework to evaluate and govern AI systems across their organizations. The ART framework serves as a practical blueprint for building AI solutions that are not only powerful but also responsible, auditable, and regulator-ready.
Manjusha E
Nov 6, 20253 min read


RIAs Don’t Need More Software, They Need Agentic AI That Thinks and Acts
RIA tech stack is broken. What wealth advisors need is Agentic AI which thinks, acts and executes workflowws across systems and eliminates human error, operational bottlenecks while improving efficiency.
Manjusha E
Oct 15, 20253 min read


Hyper-Personalized Financial Advice with AI Predictive Analysis
To keep clients truly happy, hyper-personalization is the need of the hour. Today’s clients expect not just the best advice, but also a proactive approach from their advisors—so they can feel secure about their finances and future without any added worry.
Manjusha E
Sep 10, 20252 min read


AI for Advisors: Easy Client Management and Efficient Business
AI for advisors is gaining popularity as it helps advisors to work productively and build stronger relationship with their clients.
Manjusha E
Mar 18, 20243 min read
bottom of page