[AI Series] How AI Is Transforming Wealth Management With Sindhu Joseph

Sindhu Joseph is the Founder and CEO of CogniCor, an AI-driven digital assistant platform transforming customer engagement in financial services. She holds a PhD in Artificial Intelligence and has co-authored six US patents. Recognized among WealthManagement.com's Ten to Watch in 2023, Sindhu is a member of the Forbes Technology Council. Her global background spans India, Europe, and the USA, and she is passionate about democratizing access to wealth through AI. ​

In this episode…

Many financial advisors struggle with time-consuming administrative tasks, leaving them with less time to focus on their clients and provide high-value advice. With only 30% of US households receiving financial guidance, how can technology help advisors scale their services and reach more people? Could artificial intelligence be the key to personalizing financial advice while improving efficiency?

Sindhu Joseph, an artificial intelligence expert and founder of a leading AI-driven financial technology company, believes AI can revolutionize wealth management. She explains how AI copilots help advisors by automating meeting preparation, summarizing client interactions, and providing proactive recommendations. These tools save advisors an average of 3.5 hours daily, allowing them to focus on building relationships rather than administrative tasks. Sindhu also discusses how AI enhances personalization by recalling essential client details and delivering real-time market insights, helping advisors stay ahead of client needs.

In this episode of The Customer Wins, Richard Walker interviews Sindhu Joseph, Founder and CEO of CogniCor, about how AI is transforming financial advising. Sindhu shares how AI reduces advisors’ workload, improves client relationships, and enhances operational efficiency. She also discusses compliance considerations, the future of AI in wealth management, and how AI’s rapid advancements are reshaping the industry.