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The Innovators & Investors Podcast


1 AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49
45:49
나중에 재생
나중에 재생
리스트
좋아요
좋아요45:49
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…
Desi Diaspora
모두 재생(하지 않음)으로 표시
Manage series 2111573
Ghonva에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ghonva 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
A storytelling podcast that will weekly share narratives written and submitted by South Asian Americans on abuse, shame, love, confusion, resilience, and redefinition. To submit your story, email: desinarratives@gmail.com
…
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5 에피소드
모두 재생(하지 않음)으로 표시
Manage series 2111573
Ghonva에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ghonva 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
A storytelling podcast that will weekly share narratives written and submitted by South Asian Americans on abuse, shame, love, confusion, resilience, and redefinition. To submit your story, email: desinarratives@gmail.com
…
continue reading
5 에피소드
모든 에피소드
×A Muslim South Asian American woman speaks up about an intoxicated night and how this affected her. A night of confusion and losing control over her actions. She contemplates what could have happened had she not been in an altered state. - Today, Isha Rauf of New Jersey reads a narrative by an Anonymous submitter. Guest Speaker: Erika Sorondo - Contact us: desinarratives@gmail.com | Instagram: @desidiaspora | Music for today’s story by Ryan Nugent aka Ruxton (@ruxton_the_nerd) Podcast theme music by AnAlyzer (@iamAnAlyzer)…
A second-generation South Asian American daughter reflects on her relationship with her father five years after his death and explores his distant demeanor. She reflects on the impacts it had on her relationship with her older brother. After learning new pieces of her father’s youth, she examines the space he created between himself and his wife and their children. It pushes her to realize she will always let those she values know that they are appreciated and loved. - Today’s Challenge: Reflect on the relationships you have with siblings or sibling-like-figures. And share your moments of sibling love or support as a 30 second voice memo (sent to DesiNarratives@gmail.com ) to be featured on a future bonus episode on! - Today, Aparna Kumar of Dallas, TX reads her own narrative submission. Guest Speaker: Erika Sorondo, LA-based behavioral therapist - Contact us: desinarratives@gmail.com | Instagram: @desidiaspora | Podcast theme music by AnAlyzer.…
A young Muslim Indian American man recalls his journey of interfaith work with his Hindu peers growing up. Due to his childhood, he learned and valued the importance of religious diversity within his own ethnic community. As a young adult in college, he began creating spaces for his peers to engage in civil discourse with members of others faiths, especially during a time when many members of the South Asian communities in America, regardless of religion, are facing an increase in discrimination. - Today’s Challenge: Ask an elder in your life—what is their story? - Today, Kumail Raza reads a narrative submitted by Aamir Hussain. | Check out Raza’s latest single Bollyhood: https://soundcloud.com/razatwn/bollyhood-featuring-graff-beatz Film Project—Partition of 1947: https://www.ghonva.com/project-partition/ | Guest Speaker: Razia Kosi | Contact us: desinarratives@gmail.com | Instagram: @desidiaspora | Podcast theme music by AnAlyzer (@iamAnAlyzer)…
D
Desi Diaspora

An anonymous woman shares the story of how she and her family experienced ostracization from their Bengali community. The community was focused too focused on assimilation but also traditional upkeep that they neglected to provide communal support to a family that began to fall apart. Constant pressures, both external and internal, to make the community and family proud led to a decline in her family’s health and her overall well-being. Because unfortunately, she was taught “you are only worthy of love, if you don’t bring shame.” - Today, I read a narrative by an anonymous submitter. | Guest Speaker: Rashel Taylor | Contact us: desinarratives@gmail.com | Our instagram: @desidiaspora | Thank you to @d17productions + Christina M. + Ryan Nugent aka Ruxton (@ruxton_the_nerd) | Podcast theme music by AnAlyzer (@iamAnAlyzer)…
Welcome to Desi Diaspora—The Podcast. This introductory episode will let you know what to expect from this story-sharing podcast, and how to get involved. Join us next week to hear the first narrative submission to be shared, titled "You Are Only Worthy Of Love, If You Don't Bring Shame". Contact us: desinarratives@gmail.com Follow us on instagram: @desidiaspora Today's beats were produced by AnAlyzer (instagram: @iamAnAlyzer)…
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