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@cognicor

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AI Digital Assistants for Financial Services #AI #VirtualAssistants #conversationalai #fintech #wealthtech #insurtech

San Francisco, CA
Joined December 2010
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@cognicor
cognicor
4 years
We're honored that @onrampinsurance nominated our CEO @sindhutweet for @cartainc's #FastAndCurious2021 list! In her interview, Sindhu shares discusses her journey with @cognicor so far, and shares tips for a successful accelerator experience:
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carta.com
Joining an accelerator can be a game-changer, providing startups with mentorship, resources, and funding at a key moment in their development.
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@cognicor
cognicor
1 year
RT @craigiskowitz: From streamlining operations to enhancing client interactions, AI is becoming the new UI in wealth management. Explore….
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@grok
Grok
5 days
What do you want to know?.
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@cognicor
cognicor
1 year
RT @wealth_mgmt: Congratulations @cognicor, winner of the TECHNOLOGY PROVIDERS: Artificial Intelligence category of the 2024 Wealth Managem….
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@cognicor
cognicor
2 years
RT @Wealthbox: ⏳ Webinar Today! Join @CogniCor and @Wealthbox in our integration partner demo at 2pm ET. It's not too late to sign up 👉 htt….
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@cognicor
cognicor
2 years
RT @Wealthbox: 👋 We've partnered with @cognicor! Learn more 👉
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@cognicor
cognicor
2 years
RT @ManjushaE1: @cognicor is in Michael Kitces' Financial Advisor Tech Solutions Map. Financial Advisor Tech Solution Map is widely recogn….
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@cognicor
cognicor
2 years
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fapw.regfox.com
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@cognicor
cognicor
2 years
May this Easter bring you and your family peace, joy, and renewed hope for a brighter future. Happy Easter!. #love #kindness #easter2023
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@cognicor
cognicor
2 years
@Fintech_Global
FINTECH GLOBAL
2 years
Congratulations to @cognicor for making the #WealthTech100 list. Find the full list here: #WealthTech #FinTech
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@cognicor
cognicor
2 years
CogniCor's AI-powered Meeting Assistant enables the effective use of the data a financial advisor has, which involves understanding the client's goals, creating a plan, communicating clearly, and monitoring progress regularly. #ria #wealthtech #wealthmanagement
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@cognicor
cognicor
2 years
CogniCor's AI-powered meeting assistant is well-liked by financial advisors because it simplifies their work in general, especially the meeting note analysis and task suggestion processes. #financialadvisors #wealthtech #fintech
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@cognicor
cognicor
2 years
Takeaways from the 2023 T3 Conference by Davis Janowski, s technology columnist, who shares his thoughts on the pro- and anti-generative AI hysterics, cybersecurity and some providers worth mentioning & CogniCor is one of them.
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@cognicor
cognicor
2 years
RT @cognicor: Thank you Michael Kitces for dropping by the CogniCor booth 809 at the T3 Technology Tools for Today and chatting about what’….
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@cognicor
cognicor
2 years
Thank you Michael Kitces for dropping by the CogniCor booth 809 at the T3 Technology Tools for Today and chatting about what’s hot in the #wealthtech space!. #ai #ria #advisortech #financialadvisors
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@cognicor
cognicor
2 years
Every day at CogniCor, we embrace equity and celebrate women. Dolly Rateshwar we are grateful to have you at CogniCor. Your journey has been incredible, especially The Dharavi Dream Project and you are a true risk-taker. #InternationalWomensDay2023
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@cognicor
cognicor
2 years
Are you at the ⁦ #T32023 conference in Tampa on March 13-15?. We are at T3 Technology Tools for Today #t32023, exhibiting our scalable AI platform for financial advisors for accelerating efficiency and engagement at the Emerging Technologies Booth 809. #T32023 #T3techhub
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@cognicor
cognicor
2 years
#Advisors can save time and money if automated tools are in place to handle meetings.AI-powered Meeting Assistant provides users with value and profit. Aggregating meeting notes from previous meetings and preparing new ones are frustrating. #wealthtech
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@cognicor
cognicor
2 years
An AI-powered meeting assistant is a valuable tool for financial advisors for quickly preparing meeting agendas, instantly capturing meeting notes, and quickly processing client reviews. #ai #conversationalai #aiplatform #financialadvisor #wealthmanagement #wealthtech
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@cognicor
cognicor
3 years
With its world class built in features, CIRA the AI-powered platform provides scalability and growth by reducing the hectic backend operational tasks and enhancing productivity of financial advisors and brokers. #wealthtech #financialadvisor #fintech #AI #platform
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@cognicor
cognicor
3 years
An #AI-powered meeting assistant is a useful tool for #financialadvisors to easily prepare meeting agendas, instantly capture meeting notes, and quickly process client reviews. @FinancialTimes @SEIAdvisors @Fintechnexus.#scalability #wealthtech #fintech #clientreview
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@cognicor
cognicor
3 years
The chat GPT discussion is still going on and is, causing multiple speculations. Justin Mack from Financial Planning reports, with @sindhutweet, our CEO, and others, that advisors and generative AI are here to stay maximising the potential of the other.
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