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CogniCor AI-Powered Solution now on Salesforce AppExchange
CogniCor, a wealth management AI solutions firm based in Palo Alto, California, recently announced that its WealthMate capabilities and Advisor Copilot platform are now...
DWN ROUNDTABLES: Salesforce Integration – Harnessing the Power of Wealthtech
Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.
Advisor Tech Talk (Week of 8/17/26)
AI for me, but not for thee.
That’s the message we’re receiving right now in financial services.
Welcome to another week where wealthtech...
AI & Finance™ | News for the Week Ending 8/14/26
If we’re going to write about financial artificial intelligence, we’d better have a vision for the future.
But that’s not enough. We also need some deep knowledge both of technology and...
Feathery Brings AI Proposal Generation to Wealth Management
Client data and advisor expertise come together in new solution that scales.
Building a detailed proposal for every client can take hours – and require...
Advisor Tech Talk (Week of 8/10/26)
Hey folks, stop us if you’ve heard this one, but it was another busy week...
Wait a minute, no, it wasn’t such a busy week in...
FMG Suite Answers AI and Enterprise Demand by Strengthening Leadership Team
New hires are industry veterans Christian Short, Nathan Worthington, Kevin Jurick and Jeremy Kowalski
By DWN Staff
FMG Suite, the Gardena California-based marketing and growth platform...
AI & Finance™ | News for the Week Ending 7/31/26
We trust our readers. Maybe too much.
That’s why we’ve become a little lazy and lax in our approach to putting together AI & Finance (and our other hand-written...
LOOKING BACK | Did the AI Bubble Burst?
Artificial intelligence is big. So big that we have to wonder some times if and when it will come crashing down on us.
Now, we...
Advisor Tech Talk (Week of 7/27/26)
Reality bites. Wealthtech is much more interesting!
We’re coming down to earth after a second (!) summer vacation, this one spent with dear family...