CogniCor
AI Copilot Platform for Financial Advisors & Wealth
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Overview
CogniCor delivers a generative AI-driven advisor Copilot designed specifically for the wealth and financial services sector, enabling firms to automate client meeting preparation, data capture, workflow tasks, and administrative duties. Its CIRA platform allows non-technical users to build and deploy customizable Copilots using enterprise knowledge and pre-built templates without writing code. CogniCor’s solution integrates seamlessly with major CRM and technology stacks to enhance operational efficiency while maintaining compliance. The platform is recognized by industry awards for its productivity and personalization capabilities.
Who It's For
Wealth Management Firms, Registered Investment Advisors (RIAs), Broker-Dealers, Insurance Providers, Enterprise Operations Teams
Key Strengths
AI Copilot automationCRM integrationCompliance-aware workflowsNo-code configuration
Primary Use Cases
Advisor workflow automation
Meeting preparation & follow-up task automation
Client engagement & support automation
CRM-integrated digital assistants
Compliance-ready documentation
Technical Specifications
Supported AI Models
Proprietary integration of LLMs and knowledge graphs
Deployment Methods
Cloud
Supported Languages
English
Security & Compliance
SOC-2
ISO 27001
Company Information
Location
Palo Alto, USA
Company Size
51-200 employees