Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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continue reading
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CogniCor with Sindhu Joseph | E364
Manage episode 468404911 series 2154765
Content provided by The Fintech Impact Podcast and Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Fintech Impact Podcast and Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Jason Pereira interviews Sindhu Joseph, CEO, and Co-founder of CogniCor, an AI platform designed to transform the financial advisory industry. They discuss how CogniCor's AI co-pilot assists financial advisors by enhancing their productivity and enabling personalized client interactions. Sindhu shares the inspiration and technology behind CogniCor, emphasizing the platform's potential to democratize access to wealth. They also touch on AI's evolution beyond general AI and delve into CogniCor's multi-faceted capabilities that streamline advisors' workflows. The episode concludes with Sindhu's reflections on industry fragmentation and the company's mission to bridge wealth disparities.
Episode Highlights:
- 00:08: Introduction of Jason Pereira and the podcast episode featuring Sindhu Joseph, CEO of CogniCor.
- 02:00: Discussion on the origin story of CogniCor and Sindhu's background in AI and finance.
- 04:31: Overview of AI technology in CogniCor and its components, including machine learning and deductive reasoning.
- 11:29: Explanation of CogniCor's practical applications for financial advisors, including personalization and workflow functionalities.
- 16:14: Description of a typical day for a financial advisor using CogniCor's technology.
- 19:27: Metrics on productivity gains and personalized client service achieved through CogniCor.
- 21:38: Future visions for CogniCor, focusing on integrating health data for comprehensive financial planning.
- 23:04: Sindhu's wish for reduced data fragmentation in the industry.
- 24:14: Challenges in educating the market about AI and promoting its adoption.
- 25:13: Joseph's mission-driven excitement about CogniCor's potential impact on wealth democratization.
- 26:19: Closing remarks and promotion for CogniCor and the podcast.
Key Points:
- CogniCor is an AI-driven co-pilot designed to assist financial advisors by enhancing communication, task automation, and personalization.
- The platform leverages AI to streamline advisors' workflows, resulting in significant time savings and increased productivity daily.
- CogniCor aims to democratize wealth access by enabling financial advisors to extend their services to a broader audience.
- Sindhu believes that eliminating industry fragmentation through AI integration could significantly enhance operational efficiency.
- Future developments for CogniCor include incorporating health data to provide a comprehensive view of clients' financial and wellbeing profiles.
Tweetable Quotes:
- "CogniCor is an attempt to democratize the access to wealth." - Sindhu Joseph
- "AI is more than gen AI; it's about creating intelligence artificially." - Sindhu Joseph
- "CogniCor provides a proactive co-pilot experience to financial advisors." - Sindhu Joseph
- "Today's financial advisors are really spoiled; I wish I had this tool." - Sindhu Joseph
- "Maintaining personalization at scale is one huge advantage AI brings to financial advising." - Sindhu Joseph
Resources Mentioned:
- Facebook – Jason Pereira's Facebook
- LinkedIn – Jason Pereira's LinkedIn
- Woodgate.com – Sponsor
- Podcast Editing
- https://www.cognicor.com/
- https://www.linkedin.com/in/sindhujoseph/
Hosted on Acast. See acast.com/privacy for more information.
374 episodes
Share
Manage episode 468404911 series 2154765
Content provided by The Fintech Impact Podcast and Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Fintech Impact Podcast and Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Jason Pereira interviews Sindhu Joseph, CEO, and Co-founder of CogniCor, an AI platform designed to transform the financial advisory industry. They discuss how CogniCor's AI co-pilot assists financial advisors by enhancing their productivity and enabling personalized client interactions. Sindhu shares the inspiration and technology behind CogniCor, emphasizing the platform's potential to democratize access to wealth. They also touch on AI's evolution beyond general AI and delve into CogniCor's multi-faceted capabilities that streamline advisors' workflows. The episode concludes with Sindhu's reflections on industry fragmentation and the company's mission to bridge wealth disparities.
Episode Highlights:
- 00:08: Introduction of Jason Pereira and the podcast episode featuring Sindhu Joseph, CEO of CogniCor.
- 02:00: Discussion on the origin story of CogniCor and Sindhu's background in AI and finance.
- 04:31: Overview of AI technology in CogniCor and its components, including machine learning and deductive reasoning.
- 11:29: Explanation of CogniCor's practical applications for financial advisors, including personalization and workflow functionalities.
- 16:14: Description of a typical day for a financial advisor using CogniCor's technology.
- 19:27: Metrics on productivity gains and personalized client service achieved through CogniCor.
- 21:38: Future visions for CogniCor, focusing on integrating health data for comprehensive financial planning.
- 23:04: Sindhu's wish for reduced data fragmentation in the industry.
- 24:14: Challenges in educating the market about AI and promoting its adoption.
- 25:13: Joseph's mission-driven excitement about CogniCor's potential impact on wealth democratization.
- 26:19: Closing remarks and promotion for CogniCor and the podcast.
Key Points:
- CogniCor is an AI-driven co-pilot designed to assist financial advisors by enhancing communication, task automation, and personalization.
- The platform leverages AI to streamline advisors' workflows, resulting in significant time savings and increased productivity daily.
- CogniCor aims to democratize wealth access by enabling financial advisors to extend their services to a broader audience.
- Sindhu believes that eliminating industry fragmentation through AI integration could significantly enhance operational efficiency.
- Future developments for CogniCor include incorporating health data to provide a comprehensive view of clients' financial and wellbeing profiles.
Tweetable Quotes:
- "CogniCor is an attempt to democratize the access to wealth." - Sindhu Joseph
- "AI is more than gen AI; it's about creating intelligence artificially." - Sindhu Joseph
- "CogniCor provides a proactive co-pilot experience to financial advisors." - Sindhu Joseph
- "Today's financial advisors are really spoiled; I wish I had this tool." - Sindhu Joseph
- "Maintaining personalization at scale is one huge advantage AI brings to financial advising." - Sindhu Joseph
Resources Mentioned:
- Facebook – Jason Pereira's Facebook
- LinkedIn – Jason Pereira's LinkedIn
- Woodgate.com – Sponsor
- Podcast Editing
- https://www.cognicor.com/
- https://www.linkedin.com/in/sindhujoseph/
Hosted on Acast. See acast.com/privacy for more information.
374 episodes
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Similar to Fintech Impact
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
News and insight from the business world. Download the podcast via the BBC Sounds app.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
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…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
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