CogniCor Technologies

CogniCor Technologies

Software Development

Palo Alto, California 5,239 followers

Generative AI for Advisors

About us

CogniCor is the leading Generative AI Advisor Copilot platform that fundamentally transforms the financial services sector to reach exponentially greater levels of growth, efficiency and service outcomes.

Website
https://www.cognicor.com
Industry
Software Development
Company size
51-200 employees
Headquarters
Palo Alto, California
Type
Privately Held
Founded
2018
Specialties
Artificial Intelligence, Enterprise SaaS, Customer Experience, Enterprise Virtual Assistant, Virtual Assistant, Chatbot, Financial Services, Fintech, Insurtech, Digital Assistant, Knowledge management, Digital transformation, Conversational AI, Natural Language Processing, Machine Learning, Wealth Management, Insurance, Asset Management, Retail finance, Software as a service, Cloud, AI Startup, Finance, AI Copilot, Generative AI Copilot, and AI Advisor Copilot

Products

Locations

Employees at CogniCor Technologies

Updates

  • 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. 🚀

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    4,121 followers

    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! 🛫

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  • 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

    AI Meeting Note Taker for Productive Client Meetings https://www.cognicor.com/post/ai-meeting-note-taker-for-productive-client-meetings

    AI Meeting Note Taker for Productive Client Meetings https://www.cognicor.com/post/ai-meeting-note-taker-for-productive-client-meetings

    cognicor.com

  • AI-powered insights are transforming financial advisory, enabling advisors to make faster, smarter, and more personalized decisions. By leveraging AI-driven analytics, financial firms can provide data-backed recommendations, enhance client satisfaction, and stay ahead in a rapidly evolving market. The Future: 🌟 ✅ Hyper-personalized financial planning powered by AI. ✅ Integration of AI Assistants for seamless client engagement and advisory services. ✅ AI-driven market simulations for proactive investment planning. ✅ Firms leveraging AI will have a competitive edge in efficiency, client retention, and business growth. #ria #conversationalai #aiforfinancialadvisors

  • Our AI Advisor Copilot is a comprehensive solution that not only streamlines back-office operations but also helps firms scale personalization without compromising the personal touch. We built it by incorporating valuable suggestions from advisors and understanding their pain points. Feel free to contact us—we’d be happy to demonstrate how our product works!  Thank you, WealthManagement.com, for the in-depth exploration of our product! https://lnkd.in/gvbWFsSD

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  • 🌴 “What if you could take that vacation without worrying about the work piling up?” Advisors, we know your days are a marathon of scheduling calls, analyzing meeting notes, drafting emails, and building client wealth profiles. The paperwork never ends, and neither does the guilt of missing family time. But here’s the good news—AI isn’t just changing the game; it’s handing you back your life. Imagine wrapping up by 3 PM because your AI Advisor Assistant handled the grunt work. Imagine finally booking that family trip without stressing about deadlines. So, we’re curious: What’s the first thing YOU would do with an extra 15 hours every week? 👉 Drop a comment below—we’d love to hear your “AI-liberated” dream. And if you’re ready to stop drowning in spreadsheets and start living your life, let’s talk. Your future self (and your family) will be grateful to you. #advisors #aiforadvisors #aiinwealthmanagement #aimeetingnotetaker

  • Absolutely love this insight from Erica Molina CFP (R)! AI is indeed changing the game in financial services, and it’s exciting to see leaders like Erica Molina CFP (R) highlight how it’s not just about efficiency—it’s about enhancing the human connection. At CogniCor Technologies, we believe #AI is a powerful tool that empowers advisors to focus on what truly matters: building trust, understanding client goals, and delivering personalized advice. By automating routine tasks, AI frees up time for advisors to deepen relationships and create meaningful impact. Erica’s advice in the latest issue of WIFS AdviseHER magazine is a must-read for any advisor looking to stay ahead in this rapidly evolving industry. Let’s embrace AI to work smarter, connect deeper, and drive better outcomes for our clients.

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    12,074 followers

    AI is changing the game in financial services. In the latest issue of Women In Insurance & Financial Services (WIFS) AdviseHER magazine, Erica Molina CFP (R), AVP of Strategic Planning and Innovation at Cambridge, explores how advisors can use AI to build deeper client connections while saving time on routine tasks. As Erica says, “AI lets us focus on the work only people can do—building human connections.” Don’t miss Erica’s practical advice on embracing AI to stay ahead. https://ow.ly/nSOK50UPUSz #Cambridge

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  • Imagine this: A single screen that brings clarity to chaos. Financial advisors juggle a million tasks—emails, client meetings, portfolio reviews, compliance reports, and more. It’s overwhelming, right? But what if we told you there’s a better way? Meet the AI-powered dashboard—your new best friend. This isn’t just another tool. It’s a game-changer. ✅ Real-time insights at your fingertips ✅ Automated workflows that save you hours ✅ A clear, organized view of your clients’ portfolios ✅ Predictive analytics to stay ahead of the curve No more drowning in spreadsheets or missing deadlines. Just you, focused on what you do best—delivering exceptional value to your clients. Here’s the best part: This isn’t the future. It’s here. And it’s transforming how advisors like you work. If you’re ready to simplify your workflow, boost productivity, and reclaim your time, let’s talk. The future of financial advisory is smarter, faster, and powered by AI. 👇 Drop a comment if you’re curious about how this can work for you. Let’s make your practice as efficient as it is impactful.

  • The complexity of operations and tech stacks, in particular, often slows down advisors, limiting advisors' ability to scale efficiently. At CogniCor, we’re solving these pain points with AI-driven Copilots that make meetings effortless, streamline client onboarding, automate workflows, and enhance operational efficiency—so advisors can focus more on growth and client relationships. Curious to hear your thoughts on how AI fits into this equation. How do you see automation shaping the future of advisory firms? Cameron Dawson, CFA Kara Murphy, CFA Erin Goss, CFA, CAIA, CIMA®, CFS® Ohm M. Srinivasan, CFA Michael Kerins, CFA, FRM #ria #advisors #aiforadvisors

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