Blog/ Partner Updates

CogniCor Partners with Wealthbox to Provide Advisors with an AI-Driven Meeting Assistant

January 29, 2024

Wealthbox + Cognicor

Today, Wealthbox is excited to announce an integration with CogniCor, a Morgan Stanley-backed provider of AI assistants and business automation platforms for the wealth management community. CogniCor uses artificial intelligence to accelerate productivity, enhance efficiency, and drive growth for highly regulated industries.

CogniCor’s AI-powered meeting assistant, Sam, integrates with Wealthbox to revolutionize the client engagement process. Advisors can take advantage of the virtual co-pilot to create meeting invites, send meeting reminders to both parties, create customizable and exportable meeting agendas, provide a meeting summary, and see automated task suggestions that can be created in Wealthbox based on meeting discussions.

Wealthbox + Cognicor

Join us for a live webinar on Wednesday, February 7th at 2pm ET to learn more about the integration between Wealthbox + CogniCor.

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How it works

Once the integration setup is complete, advisors will notice Sam, CogniCor’s AI meeting assistant, added to their Wealthbox instance.

SAM, CogniCor's digital assistant inside of Wealthbox.

Simply click the virtual assistant icon for Sam to expand the AI-driven meeting options.

SAM presenting an advisor with AI driven options inside of Wealthbox

Use Sam to create a customizable agenda, schedule a meeting, or generate post-meeting notes and related tasks.

SAM presenting AI-driven customizable agenda templates in Wealthbox.
Rosh Cherian, CTO at CogniCorRosh Cherian,
CTO at CogniCor

“CogniCor chose to integrate with Wealthbox because of our shared value of providing advisors with a tool that simplifies their advising processes,” said Rosh Cherian, CTO at CogniCor. “With the integration, advisors can now cut their timelines for meeting prep and post-meeting follow-ups in half with the use of our AI meeting assistant, Sam without having to leave Wealthbox.”

Meghan Silva, Marketing Manager at Wealthbox.Meghan Silva, Marketing Manager at Wealthbox

“Wealthbox is excited to integrate with CogniCor to provide advisors with an intuitive approach for their existing meeting processes,” said Meghan Silva, Marketing Manager at Wealthbox. “In a world that is trending towards more AI-based approaches, we are happy to have CogniCor’s virtual assistant, Sam, as a wonderful new integration option to add to the Wealthbox experience.”

Enable the integration today to start taking advantage of CogniCor’s AI meeting assistant today!

Wealthbox + Cognicor

Join us for a live webinar on Wednesday, February 7th at 2pm ET to learn more about the integration between Wealthbox + CogniCor.

Sign up now!

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