Come And Brew It Radio podcast

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Konten disediakan oleh Brenden Stubblefield and Texas Brewing Inc.. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Brenden Stubblefield and Texas Brewing Inc. atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

The Innovators & Investors Podcast

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

7 hari yang lalu45:49

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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…

Come and Brew It Radio explicit

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Come and Brew It Radio is an audio podcast series brought to you by Stubby's Texas Brewing Inc. featuring a regular rotation of TBI staff, industry friends, and expert guests meant to bring you great brewing information. This podcast along with our Come and Brew It video series are intended to make you better brewers! Be sure to check us out at Txbrewing.com for more information and our other series of educational resource videos, along with a great selection of products.

102 episode

#Lifestyle #Brewingradio #Homebrewingradio #Homebrewsteps #Homebrewtips #Brenden Stubblefield #Hobbies #Podcasting Education #Texas Brewing

Come and Brew It Radio

Come and Brew It Radio explicit

22 subscribers

updated 5 tahun yang lalu

Beranda serial•Feed

102 episode

#Lifestyle #Brewingradio #Homebrewingradio #Homebrewsteps #Homebrewtips #Brenden Stubblefield #Hobbies #Podcasting Education #Texas Brewing

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