Cultivating Openness

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הוסף לפני nine שנים

תוכן מסופק על ידי Ruth Nelson. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Ruth Nelson או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

The Innovators & Investors Podcast

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

לפני 11 ימים45:49

הפעל מאוחר יותר

רשימות

לייק

אהבתי

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…

לפני 6 שנים 21:43

MP3•בית הפרקים

Cherie Heggie is wonderful. She sees the world with an openness and compassion that many of us just can’t seem to attain.

She declared as a Bahá’í in 2015 and what drew her to the faith is its belief that all the major religions of the world are from God. In her life, she has found no difference between herself and the Muslims who live around her.

Talking two days after the terror attacks on the mosques in Christchurch, New Zealand, Cherie talks about privilege, peace, fear and the outrage that we are wasting time on hatred between religions when the true crisis facing us is the climate emergency engulfing us all.

98 פרקים

#Religion #Society #Womenstoriesnarrativeidentityvaluesspirituality #Ruth Nelson

Creating Space Project