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Fintech Luminaries – Meet Dr. Sindhu Joseph of CogniCor

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CogniCor has built an artificial intelligence-driven digital assistant platform that enables wealth management firms to provide their advisors and staff members with guidance for highly manual, often time-consuming tasks.
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DWN Publisher Notes For 3/20/24

Friends, this week we explore why $22 burritos matter and continue to see massive trends toward AI utilization + more. Meanwhile, in the spirit of the season, click through to see a graph of the March Madness bracket that AI ChatGPT picked, published in Sportsbook Review!  UConn all the way, baby!

Q&A: CogniCor Founder – AI Makes Advisors Better at Client Service

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When Sindhu Joseph, Ph.D. founded CogniCor in 2018, her vision was to provide the financial services industry with the tools needed to alleviate the...

CogniCor Launches Pilot of AI-Enabled Digital Assistants Powered by Microsoft’s Azure OpenAI

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CogniCor has launched a pilot program for its enterprise-ready, AI-enabled digital assistants that are newly integrated with Microsoft Azure OpenAI Service. The Palo Alto-based CogniCor, a provider...

Artificial Intelligence and the Future of Wealth Management in 2024 and Beyond

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This past year will be remembered for many things: geopolitical unrest, high interest rates and inflation, the coronation of Charles III, Barbenheimer … And...

AWARD WINNING COGNICOR AI ASSISTANT CUTS UP TO 80% OF PRE- AND POST-MEETING WORK...

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CogniCor, the Palo Alto-based provider of artificial intelligence-enabled digital assistants and business automation platforms for the financial services industry, announced its Meeting Assistant can...

Back to School: What to Learn this Year in WealthTech

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As students (and parents) get back into the groove of another school year, the hard work of learning, studying and practicing has begun. The...

Can Automation and AI-Enabled Technology Revolutionize Financial Advisor Recruiting?

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Earlier this year, Docupace, a cloud-based digital operations provider for the wealth management industry, announced the completion of the 500,000-client account transition through its...

2022 Predictions in Digital Wealth from the C-Suite, Part 3

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We're now WELL into 2022 (all of 10 days as we write this!) and have had the benefit of having literally DOZENS of fintech entrepreneurs and C-suite executives volunteer to share their insights with Digital Wealth News on the coming year's trends in fintech and digital wealth

CogniCor Launches Wealth Management Knowledge Graph

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ed AI-enabled digital assistant platform provider for the wealth management and insurance industries, CogniCor, recently launched a first of its kind “knowledge graph” for the wealth management industry to support its range of digital assistants. This new product gives AI-enabled digital assistants context and background information to support RIAs and IBDs, enabling the assistants to learn quickly and integrate seamlessly into firms’ operations, according to the company’s release.