ABOUT CogniCor “CogniCor is the industry-leading, Morgan Stanley-backed provider of AI assistants and business automation platform for the wealth management and insurance spaces. The woman-founded, Palo Alto-based fintech uses artificial intelligence to accelerate productivity, enhance efficiency and drive growth for highly regulated industries. Central to the firm’s offerings is CIRA, CogniCor’s scalable enterprise platform for deploying and managing AI-powered business automation to help wealth management and financial services firms drive client engagement and business efficiency.“
WHAT ARE THE INTEGRATION POINTS BETWEEN NEXTGEN BRIDGE AND REDTAIL CRM?
Here are some highlights of the CogniCor-Redtail integration:
- Scheduling Client Review Meetings — The AI Assistant can schedule meetings with an advisor’s consent and send invite to clients that are listed in the CRM.
- Generating Agenda for meetings using AI — Based on previous meeting notes stored in the CRM, the AI Assistant can generate Agenda points for meeting.
- Processing meeting notes and generating action items — AI assistant can capture meeting notes and extract action items and meeting insights. It will also trigger appropriate workflows if they are configured in Redtail.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.