Interview with Jean Hsu, VP of Engineering at Range

Managers Club, Interviews and Resources for Engineering Managers

Managers Club, Interviews and Resources for Engineering Managers

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The Innovators & Investors Podcast

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

לפני 9 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 4 שנים 36:34

MP3•בית הפרקים

In this interview with Jean Hsu, VP of Engineering at Range and former leadership coach, we discuss the transition to a hybrid workforce, topgrading interviews, the importance of sleep, what it takes to be a great engineering leader, and more! --- Support this podcast: https://podcasters.spotify.com/pod/show/managersclub/support

65 פרקים

#MBA #Business #Vidal Graupera #I Speak

Managers Club, Interviews and Resources for Engineering Managers