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The Innovators & Investors Podcast


1 AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49
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In this episode of The Innovators & Investors Podcast hosted by Kristian Marquez, guest Sindhu Joseph, founder and CEO of CogniCor, shares how artificial intelligence is transforming the financial services and wealth management industry. Sindhu discusses the significant wealth disparity she has observed globally and how CogniCor’s AI-powered co-pilot platform empowers financial advisors to scale their services, reaching beyond the traditional 30% of affluent households to potentially 70-80%. By reducing administrative burdens and providing a unified, real-time 360-degree view of client households, CogniCor enables advisors to deliver personalized, data-driven financial advice efficiently. Sindhu also reflects on her 15+ years of experience in AI, her global upbringing across India, Europe, and the US, and how her human-first approach shapes CogniCor’s mission to democratize access to wealth management. The episode explores the future impact of AI on work and society, the importance of domain expertise combined with AI knowledge, and the challenges posed by fragmented legacy systems in financial services. Listeners gain valuable insights into the intersection of AI innovation, fintech disruption, and ethical leadership in building scalable, impactful technology solutions. Whether you’re a financial professional, investor, or tech enthusiast, this episode offers a deep dive into AI’s transformative potential in wealth management and the inspiring journey of a visionary founder driving meaningful change. Learn more about Sindhu's work at https://www.cognicor.com/ Connect with Sindhu on LinkedIn at https://www.linkedin.com/in/sindhujoseph/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…
Achama Speaks Life: Transformational Faith & Mindset Podcast
Tout marquer comme (non) lu
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Contenu fourni par Florence Achama Okwusogu. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Florence Achama Okwusogu ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
…
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14 episodes
Tout marquer comme (non) lu
Manage series 1596108
Contenu fourni par Florence Achama Okwusogu. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Florence Achama Okwusogu ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
…
continue reading
14 episodes
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1 #14 - Why Pain Should be Embraced instead of Denied 11:48
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1 #13 - The Currency of Hope for the Christpreneur 16:08
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Each new year is filled with so much hope, and that is a beautiful thing however we rarely give much thought to the power of hope. In this episode I explore the innate potential of tapping into hope as a currency and how this will help with any entrepreneurial or ministerial endeavours you may have. Don't forget to stay connected with me via my website and download my latest optin freebie.…

1 #12 Are you being Triggered by Social Media as the Year Ends? 12:43
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This episode explores what's behind being triggered, and what to do if you're being triggered by social media as the year draws to an end.

1 #11 How to make your 2019 off the Charts 11:49
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I share the ONE thing you need to do to ensure your 2019 is off the Charts. Enjoy.

1 #10 Changing your Attitude towards Pain 12:25
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We all go through pain, trials and tribulations, it seems to be part and parcel of human life. But how can changing your attitude towards pain bring liberation, healing and empowerment to you and others.
What is purpose, how do we discover it and how to uncover your superpowers
Money Mindset and the Bible - what does it say about poverty? Should Christians be poor or is it a sign that they don't know who they are?
What you really need to know about mindset and how it impacts on what you experience in life. Plus 6-month coaching/mentoring scholarship opportunities.
We all use the word deserve, sometimes in a good way, great way or not such a great way but how might shifting how you use it create more room for receiving what you desire? Find out in this episode.

1 #5 Abundance Isn't A Thing - 3 15:19
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God says He has given us the power to make wealth, what does this really mean? How can we unknowingly develop a lack mentality when we fail to rightly divide God's Word? Is there a higher abundance?
Your life is important so don't believe that your value lies in how much power, wealth or status you have because it doesn't. Believe in the Giant you are, you were created for impact. (Video audio?)

1 Abundance isn't a Thing (Pt 2) 14:32
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How to get a right perspective of abundance and the natural law that means you can't help but be it found in God's Word.

1 Abundance isn't a Thing - Ep.2 16:28
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Abundance isn't a Thing! First in the series exploring the ins and outs of abundance from a faith perspective. How do we REALLY live a life of abundance?
Episode 1: Good to meet you! • Episode 1: Good to meet you! • Episode 1: Good to meet you!
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