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CogniCor launches three new AI-powered digital assistants for wealth management firms and financial advisers

CogniCor launches three new AI-powered digital assistants for wealth management firms and financial advisers

CogniCor, a provider of artificial intelligence-powered digital assistants for the wealth management industry, has launched three new digital assistant modules to help wealth management firms support their employees and advisors with scalable solutions to their most labour-intensive and time-consuming operational issues and raise the efficiency and productivity of firms’ internal support functions.

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Adoption of new technology supports strong valuations for financial advisory firms, but poses significant future risk too

Adoption of new technology supports strong valuations for financial advisory firms, but poses significant future risk too

By Sean Page, Partner at Locke Lord – Technology was already an essential tool for the UK’s financial advisory community, but the pandemic has forced advisers to further embrace such innovation as a central way to interact with clients. This in turn has meant firms’ compliance functions have had to get up to speed quickly in order to support the front office.