N4N031: When Is It Time For a Routing Protocol?

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The Innovators & Investors Podcast

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

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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 שנה 54:39

MP3•בית הפרקים

If you need to route in your network, you can program static routes into all your routing-capable devices. And this can work. But at some point, you’re probably going to want to switch to a dynamic routing protocol. On today’s N Is For Networking, Ethan and Holly discuss the differences between static and dynamic routes,... Read more »

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#Tech #Technology #Computer Science #Science #Packet Pushers #Network #Infrastructure

N4N031: When Is It Time For a Routing Protocol?

The Everything Feed - All Packet Pushers Pods

131 subscribers

published לפני שנה

שתפו

MP3•בית הפרקים

2424 פרקים

#Tech #Technology #Computer Science #Science #Packet Pushers #Network #Infrastructure

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