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…
The Baldwin County Career and Job Fair is set for Tuesday, March 10th at the Daphne Civic Center. Listen as Christina Hellmich and Casey Gay Williams with the Eastern Shore Chamber of Commerce talk about the event, workforce development and the job market.
Tara Zieman, Director of Marketing and Communications for Visit Mobile, and Josh Holland of the Gulf Coast Exploreum talk about Mobile, Alabama tourism
Wallace Davis and Amanda Gonzalez talk about the mission of Volunteers of America, and also celebrate the 20th anniversary of VOA's "Uplifting Moments" radio spots.
Alabama State Treasurer John McMillan explains the duties of his office, and also talks about college savings plans and how Alabama deals with unclaimed property.
Commander Kevin Levy and Cyber Specialist Jeremiah Moody talk about the MPD's Cyber Division, and how to protect yourself from crime, both online and in the real world.
Chandra Brown and Sarah Bumgarner of Lifelines Counseling Services talk about their Bay Area Brunch Fest fundraiser, and about Lifelines Counseling Services.
The Making Strides Against Breast Cancer Walk is set for Saturday, October 26th, in downtown Mobile. This podcast has all the details, plus personal stories about dealing with breast cancer. You will hear Noell Black, Christine Cumbie and Lara Sherer.
Virginia Guy, Executive Director of the Drug Education Council and Dr. Karen Fagan, Chief of Pulmonary and Critical Care at USA Health, talk about vaping.
Lydia Barber of the American Association of Suicide Prevention and John Conrad of Bayview Professional Associates talk about the Out of the Darkness Walk, set for October 20th in Daphne.
Steven Millhouse of Mobile Fire-Rescue talks about the Fill the Boot campaign for MDA. Local moms Monique Chastang and Lori Harold also talk about how their families deal with muscular dystrophy, and how MDA offers help.
Local Goodness, a unique farm-to-table event, pays tribute to local cuisine, art and music while raising awareness and support for providing the highest quality healthcare for the children and women in this region. More info at www.usahealthsystem.com/events/local-goodness
The first ever Sista Strut Breast Cancer Walk will be held at Cathedral Square in downtown Mobile April 20th, to raise money and awareness to help fight breast cancer in the African American community. In this podcast, you will hear Mary Booth and Arielle of iHeartRadio talk with representative from Southern Cancer Center and Anchor Cross Cancer Foundation.…
Virginia Guy of the Drug Education Council talks about why it is so important to prevent teenagers from using alcohol and drugs, and also gives details about her organization's upcoming fundraiser.
Aubreigh's Army- Lemon Face Gala is 6 pm March 28th at the GulfQuest Maritime Museum in Mobile. Buy your ticket here! https://lemonfacegala.eventbrite.com
Project Outreach is a service club that connects students with disabilities with their non-disabled peers, for the betterment of them both. In this podcast, hear Scott Parks talk about how he formed this group, and how it continues to grow.
Mark Bryant of the Mobile County Health Department talks about the importance of flu shots, and also gives an overview of the services provided by the health department.
Uncle Henry talks to Phillip Stanford and Rocque Waites about the PASCO Home- a transitional home for men and women recovering from their addictions so that they might return to society to live a life free from chemical dependency.
Mary Booth talks with Mobile Police Department Commander Kevin Levy about holiday shopping safety- both online and in the streets of the city of Mobile.