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Accelerating the Productivity of Financial Advisors with Digital Assistants

According to McKinsey, AI will trigger an estimated $13 trillion of GDP growth between now and 2030. How can the wealth management industry capitalize on the latest artificial intelligence advancements to stay ahead of the technological curve, thereby both driving down long term costs and increasing overall productivity?

Through the use of CogniCor’s CIRA platform, wealth management firms can create and maintain their own virtual assistants (VAs) which through the use of workflows can automate complex tasks for both financial advisors and their customers. Through the rapid ingestion of vast amounts of data, the virtual assistant allows financial advisors to interact more on a personal level with their clients, thereby helping them to reach their wealth management goals more effectively.

The time that an advisor spends should be focused on working with their clients. By automating standard operations, advisors can focus on improving their clients’ portfolios, understanding their goals, and ultimately maximizing their short, medium and long term potential for growth.

Many financial advisors and wealth management firms are still unaware of how technology enhances financial advisors’ performance. CogniCor is poised to be a leader in the industry, and look forward to bringing our experience with enterprise leaders to the rest of the industry players, be they small, medium or enterprise firms.
Recorded Jul 22 2019 30 mins
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Presented by
Sindhu Joseph, Founder and Rajesh Sharma, Head of Customer Experience, CogniCor
Presentation preview: Accelerating the Productivity of Financial Advisors with Digital Assistants

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  • Title: Accelerating the Productivity of Financial Advisors with Digital Assistants
  • Live at: Jul 22 2019 9:00 pm
  • Presented by: Sindhu Joseph, Founder and Rajesh Sharma, Head of Customer Experience, CogniCor
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