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Meeting Assistant

 

Advisors typically spend 8 hours per week in meetings and 11+ hours on post-meeting actions. With AI-assisted meeting scheduling, smart agenda preparation, meeting notes capture, and post-meeting case creation all integrated into your CRM provider of choice, Salesforce, Redtail, or Dynamics, CogniCor's AI-powered Meeting Assistant takes the pain out of client review meetings.

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Meet us @ Tech Alley Kiosk No. 1317-26

Can't make it to Denver? We have rolling virtual demos on Fridays! Register here!

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Rajesh Sharma

Chief Customer Experience Officer

Rajesh  is an accomplished hands-on financial technology and business leader. He brings over 25 years of experience in financial services, having held senior leadership roles at LPL Financial, Wells Fargo, Merrill and Citi Bank.

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Sindhu Joseph, Ph.D

Founder and CEO

Sindhu holds a Ph.D. in AI and co-authored 6 US patents in machine learning and NLP and is the author of several leading journal publications in AI. Sindhu’s deep knowledge of industrial AI has driven the vision for CogniCor’s platform.

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