CogniCor

CogniCor Technologies is a generative AI-powered conversational AI platform specializing in transforming financial services and insurance industries through intelligent advisor copilots and digital assistants. The company leverages advanced natural language processing and deep learning to automate advisory workflows, customer interactions, and operational processes in wealth management and insurance sectors.

Core Products and Services

• Wealth Copilot Platform – AI-powered advisor assistant automating pre-meeting preparation, real-time meeting notes, post-meeting follow-ups, and client service request management enabling advisors to spend more time on client relationships and less on administrative work

• ClientMeet AI Meeting Assistant – Intelligent meeting note-taker and end-to-end meeting assistant that automates preparation, note-taking, and follow-up workflows while providing compliance guidance during advisor-client interactions

• Forms Assistant – AI digital assistant automating form filling, validation, and submission workflows for customer onboarding and service requests with intelligent error detection and process handholding

• Onboarding Assistant – Conversational AI system automating new client onboarding including KYC verification, documentation collection, and account setup with guided user experience and compliance validation

• Navigation Assistant – Intelligent system helping users navigate complex financial products, policies, and processes with contextual guidance and personalized recommendations

• Compliance Assistant – AI-powered tool providing real-time compliance guidance, regulatory flag alerts, and audit trail documentation during advisory interactions and decision-making

• Cognitive Digital Assistant Platform – General-purpose conversational AI platform built on proprietary reasoning engines capable of handling complex queries, deep CRM and invoice integration, claims processing, and issue resolution

Business Model & Revenue Streams

• Enterprise SaaS licensing model where wealth management firms, insurance carriers, and financial institutions subscribe to Copilot platform with usage-based pricing and customization services

• Professional services revenue from implementation, integration with existing CRM and tech stacks, training, and ongoing support for enterprise clients

• Technology partnerships generating revenue through integrations with custodian platforms, CRM systems (Salesforce), and data providers with direct API connectivity

• Target customers include top-tier wealth management firms, insurance carriers, and enterprise financial services organizations; 50+ employee team across offices in India, Europe, and United States

• Cumulative funding raised: ₹6.5+ crore across multiple rounds; revenue growth trajectory from ₹1.6 crore (2016) to $1 million+ (2017 projection) with sustained expansion in US and Asian markets through strategic partnerships