michael.pendergrass
Acronym
CogniCor Technologies Inc.
Product ID
Advisors-AI-Assistant
Description

Knowledge graph driven contextual AI assistant for advisor growth.

Images
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CogniCor_1
Details
  • Prepare meeting agenda for each client
  • Viewing meeting notes
  • Automated actions
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CogniCor_2
Details
  • Schedule meetings with clients
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Cognicor_3
Details
  • Schedule meeting with Advisor
  • Capture meeting objectives
Features

Knowledge graph driven contextual AI assistant for advisor growth:

  • AI Meeting assistant to help in prospect recommendation
  • Integration with leads database and meetings setup
  • Meeting notes driven follow up and automation
Vendors
CogniCor Technologies Inc.
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Other
Practice Management
Ad Hoc Tags
DoubleClick Tags

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