CogniCor
CogniCor specializes in AI solutions for wealth management, offering the CIRA platform to deploy and manage AI Copilots that automate tasks and enhance productivity for RIA firms, broker-dealers, and insurance companies.
AI Solutions for Wealth Management
CogniCor specializes in artificial intelligence solutions tailored for wealth management. Their AI Copilot solutions are designed specifically for registered investment advisor (RIA) firms, broker-dealers, and insurance companies. These AI-powered digital assistants automate various tasks such as scheduling meetings, creating tasks from meeting notes, and managing custodian alerts. With AI Copilot, wealth advisors can enhance productivity and client engagement significantly.
CIRA Platform
CogniCor offers a patent-pending platform named CIRA, which stands for Contextual Interaction Response Assistant. This DIY platform allows enterprise users to deploy and manage Generative AI Copilots without needing to write any code. CIRA utilizes pre-built templates and an enterprise knowledge library to build these AI Copilots, which can automate up to 40% of tasks, significantly improving efficiency. The platform is capable of launching AI Copilots in minutes and integrates seamlessly with existing enterprise documents and knowledge systems.
AI Copilot Features
CogniCor's AI Copilots offer a variety of features that cater to the needs of financial advisors and insurance companies. These copilots can automate client meetings, manage custodian alerts, and perform sentiment analysis. Additionally, they can be customized for user profiling and other enterprise-specific needs. They are based on large language models (LLMs) and knowledge graphs, making them capable of handling complex tasks efficiently.
Industry Backing and Recognition
CogniCor's AI solutions have garnered support and recognition from industry leaders like Morgan Stanley and BNY Mellon Pershing. The company has also received various awards for its contributions to AI in the financial industry. Their commitment to enhancing productivity and client engagement through AI solutions has established them as a key player in the market.
Global Operations
CogniCor operates globally with offshore operations located in Infopark, Kochi, India. This strategic location allows the company to leverage local talent and resources to develop and maintain its advanced AI solutions. The company continues to focus on innovation and efficiency in providing AI-powered digital assistants and contact center solutions.