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The Innovators & Investors Podcast


1 AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49
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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…
Crazy Cabbies
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Konten disediakan oleh Contentfilm. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Contentfilm 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.
From Igor the mad Russian and Stinky Steve to filthy Phyllis and hungry Luigi, Crazy Cabbies is a fly on the wall look at the bizarre antics of crazy cab drivers, whose behaviour entertains, bemuses and terrorizes their unsuspecting passengers. Dynamic camera positioning and witty dialogue coupled with over the top antics drive the humour in this fast paced, exaggerated animated series.
…
continue reading
10 episode
Tandai semua (belum/sudah) diputar ...
Manage series 104226
Konten disediakan oleh Contentfilm. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Contentfilm 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.
From Igor the mad Russian and Stinky Steve to filthy Phyllis and hungry Luigi, Crazy Cabbies is a fly on the wall look at the bizarre antics of crazy cab drivers, whose behaviour entertains, bemuses and terrorizes their unsuspecting passengers. Dynamic camera positioning and witty dialogue coupled with over the top antics drive the humour in this fast paced, exaggerated animated series.
…
continue reading
10 episode
Semua episode
×This cab driver suffers a flatulence problem much to the horror of his polite passenger.
This foul mouthed cab driver Phyllis gives a whole new meaning to a 'hands free phone'.
Madison, the flighty, fast talking airhead treats her passenger to some interesting banter.
This unsuspecting passenger gets a lesson in Italian style cooking from Luigi, the stereotypical Italian cab driver!
Kenny, the hick cab driver, gives his passenger a rather interesting tour of his town and perhaps more than that.
Jackie, the cab driver, peddles his wares from his poo empire to his suffering passenger.
An unsuspecting passenger gets a life lesson from Ivan, the Russian cab driver, when they play 'Russian roulette'.
Genghis, the creepy cab driver makes some interesting conversation with his clean passenger.
This unsuspecting passenger is greeted by a cab driver with 'criminal intent'.
When two young professional men hail Cora's taxi they have no idea of the 'show' they are about to witness.
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