Redtail and CogniCor Webinar Recap!

We are thrilled to share a quick recap of the insightful Redtail Technology and CogniCor Technologies webinar that took place on March 26th, 2024, featuring esteemed speakers Dr. Sindhu Joseph , CEO, and co-founder of CogniCor, Rosh Cherian , CTO, and co-founder of CogniCor, and Jacqueline Anderson, Senior Subject Matter Expert at Orion.

During the webinar, we delved into how CogniCor Copilot is revolutionizing advisor efficiency and client communication right from their CRM. Here's a brief overview of the key highlights:

• Maximizing Advisor Efficiency: CogniCor Copilot empowers advisors to seamlessly communicate with their clients, fostering stronger connections while remaining within their CRM.
• Client Insight Retrieval: Advisors can easily fetch client insights from the CRM, enabling them to prepare thoroughly for client review meetings.
• Automated Call Scheduling: The platform automates call scheduling, agenda preparation, and captures meeting notes, streamlining the entire process for advisors.
• Seamless Client Communication: Advisors can effortlessly send emails to clients, ensuring they are consistently informed and engaged.

CogniCor Copilot for financial advisors goes beyond the ordinary, providing personalized insights, streamlining the financial planning process, and freeing up advisors to focus on more complex tasks where their expertise is needed most.

If you missed this enriching webinar or want to revisit the valuable insights shared by our speakers, you can watch it on demand using the following link: https://event.on24.com/wcc/r/4502828/18B34710356AA457E976AEFB51AA63D9?partnerref=partner

Thank you to everyone who joined us for this engaging session, and we look forward to continuing the conversation around enhancing advisor-client relationships with cutting-edge technology!

If you have any questions or require further clarification, please write to [email protected]

Best regards,

CogniCor!