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Join date: May 24, 2023
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Posts (67)

May 11, 2025 ∙ 2 min
Reactive to Proactive: How AI Is Rewiring Wealth Advisory! Next ?
Today’s most forward-thinking firms are using AI for tasks that directly affect client trust and business growth. They are reaping growth with the use of AI.
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Apr 25, 2025 ∙ 1 min
Supercharge Your Call Center with AI Copilot
Handling a sensitive, time-bound advisor request can be stressful. But with an AI Copilot, you get comprehensive insights in real time — including the advisor’s mood. How amazing is that!
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Apr 22, 2025 ∙ 2 min
Your AI-Powered Assistant for Smarter Advisory
The CogniCor Advisor Copilot is your AI-powered assistant for smarter, more efficient advisory. From meeting prep to real-time transcription and client follow-ups—it’s like having an extra set of hands, minus the extra hours.
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