
Nancy DeMoss Wolgemuth에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nancy DeMoss Wolgemuth 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.
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The Innovators & Investors Podcast

1 AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49
45:49
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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…
Seeking Him
모두 재생(하지 않음)으로 표시
Manage series 1328869
Nancy DeMoss Wolgemuth에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nancy DeMoss Wolgemuth 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.
Do you sometimes feel like you're just going through the motions as a Christian? If you answered yes, perhaps God is calling you to something deeper. Experience the joy of personal revival and reconnect with God as you listen to Seeking Him, a nationally syndicated, one-minute radio program hosted by Nancy DeMoss Wolgemuth.
…
continue reading
986 에피소드
모두 재생(하지 않음)으로 표시
Manage series 1328869
Nancy DeMoss Wolgemuth에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nancy DeMoss Wolgemuth 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.
Do you sometimes feel like you're just going through the motions as a Christian? If you answered yes, perhaps God is calling you to something deeper. Experience the joy of personal revival and reconnect with God as you listen to Seeking Him, a nationally syndicated, one-minute radio program hosted by Nancy DeMoss Wolgemuth.
…
continue reading
986 에피소드
모든 에피소드
×Are you resisting God’s choices in any area of your life?
Loving by faith means that you don’t wait for romantic feelings.
It cost Jesus everything to pay our debt.
Successful relationships and healthy cultures aren’t built on the claiming of rights.
When is the last time you evaluated your life?
Do you have a right relationship with God?
What does your sin look like in light of God's holiness?
Is your life an example to younger women?
Spiritual maturity doesn’t just happen.
Ask God to make you more attentive to the needs of your family.
God can use your memories for His glory.
Permanent transformation is what Christ offers us.
You’re never more like Jesus than when you surrender your own rights and take the role of a servant.
Christ's death provides the power to say no to sin.
When we expect to stay close to God yet refuse to give up our sin, it’s like a mate caught in adultery acting like it’s no big deal.
Wouldn’t it be nice if we understood the cost of sin right up front?
Sin will always rise up and devour those who befriend it.
Do you want to be blessed?
Ask yourself when you hear messages, "Is this true?"
If you want to know God and His Word, I promise that He'll help you.
The hardest parts of your story are not random or meaningless. They are full of purpose—God’s purpose!
You can trust that the One who judges justly will one day right every wrong.
At some point, you or someone you love will face health challenges. Don’t wait until that day arrives to practice complete trust in God's plan.
When tragedy seems to reign, you can trust that the God who writes the best redeeming stories, is at work in your story.
Financial hardship can be an opportunity to let others see that God is able to provide.
God may not change your situation, but He can enable you to find deep joy in Him.
Does your story feel hopeless? Keep your eyes fixed on Jesus—the Author and the Finisher of your faith.
Although your story may surprise you, it never surprises Him. He’s already provided the grace you need for every plot twist.
No matter how dark your circumstances, you can know this: Nothing that happens to you—no matter how wicked or painful—is a surprise to God.
The God who made this world is the Master Chef who’s serving up exactly what we need. Embrace His providence today.
Are you pointing those around you to Christ to solve their problems?
Dealing with the sin in our hearts will protect us from the big, visible sins.
If you’re ever tempted to doubt God’s love, the best place to look is the cross of Christ.
Sometimes an outward religious appearance covers up a sinful heart.
God may have you in a place to warn someone who is playing with danger.
Christ calls us to something deeper and more fulfilling than just being a pretty good person.
If you’re haunted by words of cursing from your past, ask God to give you a view of His sovereignty.
How do you approach God? In humility or in pride?
Do you need direction for the tough choices of life?
The more carefully we read the Bible, the more we’ll discover God’s heart for us.
Parents may not realize how much their example affects their children.
Make an appointment with God and then keep it.
Brokenness is the shattering of my self-will so the spirit of the Lord Jesus can be released through me.
Christ really is everything you need.
To be set apart from sin and set apart to God is a great privilege.
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