Joseph: AI copilots will help financial advisors reach 80% of households
Sindhu Joseph · AI in Wealth Management: Scaling Financial Advisory & Democratizing Access · Aug 11, 2025 · at 2:23
Dr. Sindhu Joseph, founder and CEO of CogniCore, explains how AI copilots can lower operational costs and scale wealth management to the broader public.
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“So the focus of CogniCorps and the co-pilot platform that we have created is enabling financial advisers to scale to more households, and probably reach around 70 to 80% of the household, you know, and AI can actually allow that hand-holding them Through the operational efficiencies, as well as, you know, reducing the administrative burden.”
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