Integrations /Other

Get started with Wealthbox + CogniCor

Modern CRM integrated with AI-driven assistance to streamline meeting processes

Overview

CogniCor is 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, seamlessly 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.

CogniCor's AI-powered meeting assistant, Sam, generates powerful client engagement tools including customizable and exportable meeting agendas.CogniCor’s AI-powered meeting assistant, Sam, generates powerful client engagement tools including customizable and exportable meeting agendas.


“CogniCor chose to integrate with Wealthbox because of our shared value of providing advisors with a tool that simplifies their advising processes. 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.”

Rosh Cherian

CTO at CogniCor

Get started with Wealthbox + CogniCor

Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!