OuNaoCast ! podcast

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The Innovators & Investors Podcast

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

منذ 6 أيام45:49

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قوائم

إعجاب

احب

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…

OuNaoCast !

منزل السلاسل•Feed

Robson Cappi, André Tomaso, Aldo Diniz e Felipe Sata, expõe seus comentarios sobre Cultura Pop Nerd.

2 حلقات

#Ounao #Cinema #Cast #Tv & Film #OuNaoCast

OuNaoCast !

updated منذ 13 عامًا

منزل السلاسل•Feed

Robson Cappi, André Tomaso, Aldo Diniz e Felipe Sata, expõe seus comentarios sobre Cultura Pop Nerd.

2 حلقات

#Ounao #Cinema #Cast #Tv & Film #OuNaoCast

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1
Ounãocast! #002 - O Espetacular Homem Aranha! 47:45

منذ 13 years47:45

47:45

Nesse segundo podcast a diretoria do Ounãocast! André Tomaso, Aldo diniz, Felipe Sata e Robson Cappi, Falam sobre o novo filme do teioso e um pouco sobre a "antiga" trilogia e... Ozzy Osborne??? Contem Spoiler! Carai!

1
#001 Top Five Melhores Filmes de Ação ou Não ! 1:46:38

منذ 13 years1:46:38

1:46:38

Andre Tomaso, Felipe Sata e Aldo Diniz, falam sobre filmes que marcaram suas vidas, tais como, MAQUINA MORTIFERA, FIRST OF FURY ( Fúria do Dragão ), TROPA DE ELITE, KILLBILL, MERCENARIOS e etc... E por fim um breve comentário sobre o lançamento de "BATMAN THE DARK NIGHT RISES"

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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Mini Mic Pro (Latest Model) - Professional Wireless Microphone for iPhone, iPad, Android, Lavalier Microphone for Video Recording - iPhone Mic Crystal Clear Recording with USB-C for Content Creators

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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