CogniCor, a wealth management AI solutions firm based in Palo Alto, California, recently announced that its WealthMate capabilities and Advisor Copilot platform are now available on Salesforce AppExchange. Wealth management firms using Salesforce CRM can now incorporate CogniCor’s industry-specific AI as an intelligence layer across their existing technology stack and connect its functionality to Agentforce workflows.
“Salesforce equips its clients with best-in-class technology to deepen customer engagement across industries,” Sindhu Joseph, CEO and Co-Founder of CogniCor, said in a statement. “With CogniCor’s Advisor Copilot integration, advisors, RIAs and broker-dealers can use their Salesforce systems to streamline workflows, automate routine tasks, and deliver more personalized interactions — powered by CogniCor’s award-winning AI.”
According to the company, these integrations give users access to agentic AI workflows that automate repetitive advisor tasks and improve operational efficiencies by linking different systems through an intelligence layer. This includes integrating with Agentforce workflows, embedding compliance-aware guidance into daily processes and delivering context-rich client insights via the platform to strengthen personalized engagement using CogniCor’s domain-specific knowledge models.
“CogniCor’s WealthMate capabilities are a welcome addition to AppExchange, as it accelerates business transformation for wealth firms by enhancing advisor productivity and supporting deeper, more personalized service,” said Brian Landsman, CEO of AppExchange and EVP of Global Partnerships. “AppExchange is constantly evolving to connect customers with the right partner apps and experts for their business needs.”
Salesforce AppExchange is one of the largest enterprise cloud marketplaces for partner apps and experts. Since its launch in 2006, AppExchange has expanded to include over 9,000 apps and experts, with more than 14 million customer installs and 177,000 customer reviews.
