Culture Climate San Diego podcast

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Vor sieben Jahren hinzugefügt

Inhalt bereitgestellt von Lars Renteria. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Lars Renteria oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

The Innovators & Investors Podcast

1
AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49

vor 9 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…

Culture Climate San Diego explicit

Serie-Home•Feed

The latest in news, politics and entertainment in San Diego.

4 Episoden

#Society #Lars Renteria #News #Arts #San Diego #Politics #Entertainment

Culture Climate San Diego explicit

updated vor 7 Jahren

Serie-Home•Feed

The latest in news, politics and entertainment in San Diego.

4 Episoden

#Society #Lars Renteria #News #Arts #San Diego #Politics #Entertainment

Alle Folgen

1
The Dream That is Dying 58:13

vor 7 years58:13

58:13

In this episode we give an update on the immigration crisis, discuss turmoil in National City and changes in Balboa Park. We give an in-depth look at the importance of the upcoming Supreme Court confirmation hearing and tell the story of the death of a San Diego landmark.

1
The Stranger's Case 1:02:51

vor 7 years1:02:51

1:02:51

We discuss the Trump administrations "zero tolerance" policy on immigration and the nation's reaction to immigrant children being separated from their families.

1
The importance of November and the CA. thunderdome! 33:30

vor 7 years33:30

33:30

We breakdown what happened in California's primary election, why the upcoming November elections are so important and what it means to San Diegans.

1
Change starts at home & the race for District Attorney 55:41

vor 7 years55:41

55:41

In this inaugural episode of Culture Climate we discuss the purpose and plan of this podcast and give an overall look at the political climate of San Diego. With primary elections due to take place in just a few days we provide an in depth look at the heated race for District Attorney.

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Culture Climate San Diego explicit

Culture Climate San Diego explicit

Podcasts, die es wert sind, gehört zu werden

Willkommen auf Player FM!

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