CogniCor Technologies

Point solutions like AI note-takers or schedulers may save time but won't drive firm expansion or fully utilize AI’s potential. Instead, agentic AI can streamline operations in areas like onboarding and money movement, enabling advisors to grow their client base and uncover opportunities within existing accounts, says Dr. Sindhu Joseph, CEO CogniCor Technologies. Thanks Larry Roth and Wealth Solutions Report for the interesting article.

Markets fluctuate daily, but what really matters is how those fluctuations affect your clients. Who among them will benefit? Who faces potential risks? What’s your next move to ensure they feel secure and well-advised??For financial advisors, an impact-driven approach is indispensable. https://lnkd.in/gPYp9FKy #financialadvisors #aicopilot #aiinwealthmanagement

We are pleased to welcome Plancorp Wealth Management to the CogniCor family. This partnership strengthens our commitment to transforming the financial industry with AI-driven solutions. We know with CogniCor copilots, their team can spend more time with clients and less time organizing administrative work.? At CogniCor Technologies, we focus on empowering wealth industry with advanced AI Copilots that bring operational efficiency, bridge the gap in advisor client communication, and support personalized decision-making. Partnering with an industry leader like Plancorp aligns with our mission to drive effective transition in wealth management. Thank you, Plancorp team for your trust. We look forward to working together!

CogniCor, under the leadership of Dr. Sindhu Joseph, honored the incredible women in our community as part of International Women’s Day. Beyond the sweets and laughter, we were inspired by an engaging session with Laxmy M Krishnan, Director | Head of Innovation, Wipro who captivated us with her interactive discussions and thought-provoking insights. A heartfelt thank you to Laxmi for sharing your expertise and making the session truly enriching! We salute all the women who continue to break barriers and pave the way for a brighter future. ???

We celebrate our employees on their birthdays and special milestones because they are the heart of CogniCor! ?? Meera Nair Riyas Ali MK Dilhaq P Shakir Dennis Joe Abraham Anju Mohan

In wealth management every detail counts, and client relationships drive growth and success. Efficient communication with the clients makes all the difference. With smooth meeting preparation and quick follow-up an advisor can build trust and transparency with clients. At CogniCor, we’ve built ClientMeet, an AI driven Meeting Note-Taker and end to end Meeting Assistant, to empower larger enterprises to stay ahead in a competitive landscape.?? #aimeetingnotetaker #aimeetingassistant

Now advisors know why they need an AI Meeting Note Taker—it frees them from juggling multiple tasks. So why wait to have one as your trusted assistant? If you're still searching for the best fit, check out our latest blog for clear, insightful details. https://lnkd.in/g6rwjvkC #aimeetingnotetaker #aimeetingassistant #aicopilot #advisorcopilot #ria #brokerdealer

Dr. Sindhu Joseph joins Jason M. Pereira on the Fintech Impact podcast to discuss how AI is transforming the wealth management industry. She shares insights on how CogniCor’s AI Copilots are redefining advisory practices, enhancing efficiency, and driving productivity gains. Tune in for a deep dive into why AI is becoming essential for financial advisors, along with key metrics on improved client service and operational impact in today’s fast-paced wealth landscape. https://lnkd.in/guSubDUQ #fintechimpact #podcast #ai #aiinwealthmanagement

Aligning our products with market conditions is key to empowering advisors with the best solutions. Equally important—and truly rewarding—is seeing our investors proudly stand by us. ?? A big thank you to SixThirty Ventures for believing in us! With our AI Copilots, we are ready to transform the financial industry in a bold and innovative way. ??

Why You Need an AI Meeting Note Taker in Wealth Management???? ? Saves 3.5?hours/pre-post meeting: Spend more time on client relationships.? ? Reduces Errors: Ensures accuracy in summaries and scheduling.? ? Minimizes Manual Effort: Automates repetitive tasks.? ? Prevents Missed Reviews: Keeps track of client meetings and deadlines.? ? Scales Client Management: Enables advisors to handle more clients.? ? Enhances Engagement: Provides timely, personalized follow-ups. Click on the link for a better understanding https://lnkd.in/gSkvSbfa