Player FM - Internet Radio Done Right
Checked 10M ago
Ajouté il y a sept ans
Contenu fourni par Nia Clark. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Nia Clark 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.
Player FM - Application Podcast
Mettez-vous hors ligne avec l'application Player FM !
Mettez-vous hors ligne avec l'application Player FM !
Podcasts qui valent la peine d'être écoutés
SPONSORISÉ
T
The Innovators & Investors Podcast


1 AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49
45:49
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé45:49
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…
The Skooled Millennial
Tout marquer comme (non) lu
Manage series 2096948
Contenu fourni par Nia Clark. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Nia Clark 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.
A podcast aimed at helping millennials who struggle with adulting by offering modern day solutions to modern day problems in the areas of health and wellness, finance, family and relationsips as well as career- related topics. Journalist, Nia Clark, interviews experts who offer inspiration and motivation in the hopes of helping listeners achieve their full potential.
For information regarding your data privacy, visit Acast.com/privacy
…
continue reading
For information regarding your data privacy, visit Acast.com/privacy
48 episodes
Tout marquer comme (non) lu
Manage series 2096948
Contenu fourni par Nia Clark. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Nia Clark 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.
A podcast aimed at helping millennials who struggle with adulting by offering modern day solutions to modern day problems in the areas of health and wellness, finance, family and relationsips as well as career- related topics. Journalist, Nia Clark, interviews experts who offer inspiration and motivation in the hopes of helping listeners achieve their full potential.
For information regarding your data privacy, visit Acast.com/privacy
…
continue reading
For information regarding your data privacy, visit Acast.com/privacy
48 episodes
Tous les épisodes
×Bienvenue sur Lecteur FM!
Lecteur FM recherche sur Internet des podcasts de haute qualité que vous pourrez apprécier dès maintenant. C'est la meilleure application de podcast et fonctionne sur Android, iPhone et le Web. Inscrivez-vous pour synchroniser les abonnements sur tous les appareils.