Sine Nomine podcast

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Vor sieben Jahren hinzugefügt

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The Innovators & Investors Podcast

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AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49

vor 10 Tagen45:49

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45:49

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…

Sine Nomine Podcast

Serie-Home•Feed

5 Episoden

#Religion #Philosophy #Sines #Christianity #Nomination

Sine Nomine Podcast

updated vor 7 Jahren

Serie-Home•Feed

5 Episoden

#Religion #Philosophy #Sines #Christianity #Nomination

Alle Folgen

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Sine Nomine Podcast Episode 6: Being a Catholic (Amateur) Philosopher

vor 7 years

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I apologize for the long delay with the episode but it's finally here! In this episode, we go into a way of being a Catholic (amateur) philosopher. Mixed Drink Infographic Longer list of Catholic Philosophers Please don't forget to rate and review! Email: sinenominepodcast@gmail.com Facebook:https://www.facebook.com/groups/261043837706535/ Archive Link…

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Sine Nomine Podcast Episode 5: We have a Guest!

vor 7 years

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We have a guest! Enjoy some Q and A between myself and our guest with some friendly banter along the way. Maybe even learn a little bit about Philosophy too. Archive Link

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Sine Nomine Podcast Episode 4: Beauty

vor 8 years

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Welcome back to a new year! In this episode, I give my thoughts on the topic of beauty. http://archive.org/download/SineNomine4/Sine%20Nomine%204.mp3

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Sine Nomine Podcast Episode 3: In God's Image

vor 8 years

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Enjoy a short but good episode! http://archive.org/download/SineNomine3/Sine%20Nomine%203.mp3

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Sine Nomine Podcast Episode 2: Kids?

vor 8 years

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In today's podcast, we get to learn about anti-natalism. http://archive.org/download/SineNomine2/Sine%20Nomine%202.mp3

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