CogniCor Technologies
HQ Address
8 The Green, Ste A, Dover, DE 19901, United States
Website Address
Business introduction
CogniCor is a leading provider of artificial intelligence (AI) assistant and business automation platforms, backed by Morgan Stanley
Specializing in serving broker-dealers, RIAs, wealth management firms, and insurance providers, CogniCor's FinTech solutions harness AI to boost productivity, efficiency, and growth in highly regulated industries
Their flagship enterprise platform, CIRA, empowers wealth management and financial services firms by deploying AI-powered business automation to drive client engagement and operational efficiency.
In January, CogniCor elevated its AI-enabled digital assistants by integrating Microsoft’s Azure OpenAI Service. Led by a team of AI and wealth management experts, the company has pioneered the use of generative AI alongside proprietary knowledge graphs to enhance their Co-Pilot platform. This innovative approach enables the Co-Pilot to synthesize client data points with other relevant information, delivering real-time insights. As a result, advisors can now offer personalized service at scale, boosting their Client IQ and delivering tailored solutions to clients.
The Insight Engine, a key feature of CogniCor's assistants, extends beyond mere efficiency gains, enriching advisor-client interactions with personalized insights. Integrated into leading CRMs, the Co-Pilot automates various tasks, including meeting preparation, scheduling, follow-ups, and form management. Moreover, it extracts actionable tasks from meeting notes and converts them into workflows within the firm's CRM system. Overall, CogniCor's Co-Pilot is revolutionizing client engagement and business efficiency in the wealth management sector.
CogniCor Technologies Solutions
Advisor Copilot
At its core, Advisor Copilot acts as a virtual assistant, automating repetitive tasks, such as scheduling client meetings, preparing agendas, and capturing meeting notes. By seamlessly integrating with leading CRM systems, it enables advisors to access client data and insights effortlessly, allowing for more informed decision-making and personalized recommendations. Additionally, Advisor......
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view solutionBroker Dealer Copilot
At its core, Broker Dealer Copilot serves as a virtual assistant, providing real-time insights, personalized recommendations, and streamlined workflows for broker-dealers and their teams. By integrating seamlessly with existing systems and processes, it enables broker-dealers to optimize client interactions, improve decision-making, and deliver exceptional service. Broker Dealer Copilot offers a range......
business needs
view solutionCIRA Platform
CIRA is the enterprise platform for deploying and managing Generative AI Copilots to drive client engagement and business efficiency. CIRA is a patent-pending DIY platform that enables enterprise users to launch intelligent AI Copilots in weeks without writing a single line of code. CIRA is designed for the needs of wealth......
