Fintech Firm Launches AI-Driven Digital Assistants for Advisors: Tech Roundup
May 3, 2021 by Jeff Berman
What You Need to Know:
- Hearsay Systems appoints industry veteran Matt Newman as its chief customer officer.
- AssetMark and iCapital Network have launched a customized alternative investment service on the AssetMark platform.
- Broadridge has integrated the compliance tech firm FundApps’ regulatory compliance technology.
The fintech firm CogniCor has launched three new digital assistant modules that use artificial intelligence to help financial advisors and wealth management firms accelerate their productivity.
The modules provide scalable solutions to the “most labor-intensive and time-consuming operational issues” that advisors and other employees at financial firms face and “raise the efficiency and productivity of firms’ internal support functions,” CogniCor said on Thursday.