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محتوای ارائه شده توسط CodeBlueTech. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط CodeBlueTech یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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The Innovators & Investors Podcast


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…
Ep.21 AS A SERVICE
Manage episode 195298552 series 1918833
محتوای ارائه شده توسط CodeBlueTech. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط CodeBlueTech یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
The things we used to buy outright have served their time. The market has spoken and service wins. Anything you can imagine in technology can and now should be sought after as a service and for one pure reason. Continuity. Your experience is and has always been predicated on experience. The best way to sustain a positive experience is to invest in the creator of that experience. Silo’d resources can quit. They can create castles. They can lose interest. Service is steady.
…
continue reading
48 قسمت
Manage episode 195298552 series 1918833
محتوای ارائه شده توسط CodeBlueTech. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط CodeBlueTech یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
The things we used to buy outright have served their time. The market has spoken and service wins. Anything you can imagine in technology can and now should be sought after as a service and for one pure reason. Continuity. Your experience is and has always been predicated on experience. The best way to sustain a positive experience is to invest in the creator of that experience. Silo’d resources can quit. They can create castles. They can lose interest. Service is steady.
…
continue reading
48 قسمت
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