CogniCor Intelligent Business Automation for Wealth Management

About

CogniCor accelerates business growth for wealth management and insurance carriers by introducing AI powered scalable assistance in operations and support. The artificial Intelligence based low-code conversational AI platform enables business teams to create a Digital Knowledge Twin of their most knowledgeable sales or service agent and deploy targeted Digital Assistants in field operations. Some of the Digital Assistants packaged in the financial services library include Forms Assistant, Onboarding Assistant, Navigation Assistant, Reb-BI Compliance Assistant, etc.

This product is intended for

  • Chief Information Officer
  • Head of Operations
  • Head of Compliance
  • Financial Services Professional
  • Artificial Intelligence Engineer
  • Vice President of Risk
  • Financial Advisor
  • Director of Insurance
  • Customer Support Officer
  • Director Call Center Operations

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