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. 🚀
The Financial Services industry is at a crossroads... 🛣️ On one hand...it's becoming increasingly difficult to recruit new Advisors. In fact, McKinsey & Company is estimating a talent shortage of over 100k by 2034. 👀 On the other...current Advisors are being tasked with managing larger books of business AND providing bespoke, wholistic advice to their clients. 🤯 So, what's the solve? 💡 #AI. and, specifically, AI tailor-made for the specific needs of the Financial Services industry and their Advisors. That's why we're proud investors in CogniCor Technologies, who's North Star is to help financial services firms ✅ streamline their operations ✅ reduce administrative burden ✅ build deeper, more meaningful relationships with their clients We can't wait for Sindhu Joseph to join us for a couple of days here in #STL. See you soon! 🛫