CogniCor Co-founder & CEO Dr. Sindhu Joseph and Head of Customer Experience Rajesh Sharma presented the company’s latest offering for the wealth management industry at InVest 2019 which was held in New York on Tuesday, July 16, and Wednesday, July 17, 2019. At the most anticipated digital wealth event of the year, CogniCor showcased how AI-powered digital assistants can help the wealth management industry, which is facing challenging times. Mounting pressure triggered by rising customer expectations, lower revenues, a tightening regulatory framework and increasing competition from digital investment startups are all forcing wealth management firms to reinvent themselves in the age of experience. CogniCor’s presentation encapsulated how digital assistants can help in crafting an exemplary customer experience, how they can boost financial adviser productivity and also how they will revolutionize advisory delivery. The event was attended by more than 1500 executives from the industry. Click here to read more.
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