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Konten disediakan oleh Not In My Backyard!, Cody Lindquist, and Charlie Todd. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Not In My Backyard!, Cody Lindquist, and Charlie Todd 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.
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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…
Not In My Backyard! explicit
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Konten disediakan oleh Not In My Backyard!, Cody Lindquist, and Charlie Todd. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Not In My Backyard!, Cody Lindquist, and Charlie Todd 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.
A panel of New York’s most opinionated comedians, journalists, and politicians debate all the local issues causing drama in your neighborhood’s Facebook group. Hosted by Cody Lindquist (Our Cartoon President, Vice News) and Charlie Todd (Improv Everywhere, Pixar In Real Life)
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89 episode
Tandai semua (belum/sudah) diputar ...
Manage series 182837
Konten disediakan oleh Not In My Backyard!, Cody Lindquist, and Charlie Todd. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Not In My Backyard!, Cody Lindquist, and Charlie Todd 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.
A panel of New York’s most opinionated comedians, journalists, and politicians debate all the local issues causing drama in your neighborhood’s Facebook group. Hosted by Cody Lindquist (Our Cartoon President, Vice News) and Charlie Todd (Improv Everywhere, Pixar In Real Life)
…
continue reading
89 episode
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1 Lindsey Boylan, Justin Tyler, Catherine Vaughan 1:09:48
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Live form the UCB Theatre NY, we discuss parking space pools, weed stores and schools, and the latest in the race for NYC mayor. This Month’s Panelists: Justin Tyler (Desus & Mero, The Opposition w/Jordan Klepper), Lindsey Boylan (Mom. Whistleblower. Feminist.), Catherine Vaughan (Abundance New York)…

1 Alex Goldmark, Peter Grosz, Rachel Holliday Smith 1:01:05
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Live form the UCB Theatre NY, we discuss Zohran Mamdani's exciting win, Cuomo's Dodge Charger, and Jet Skiing in the East River. This Month’s Panelists: Alex Goldmark (Exec Producer, Planet Money), Peter Grosz (Veep, Wait Wait… Don’t Tell Me!), Rachel Holliday Smith (Managing Editor, THE CITY)
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