CogniCor, a provider of AI-enabled productivity and workflow automation solutions for the wealth management industry, announced that its WealthMate capabilities and Advisor Copilot platform are now available on Salesforce AppExchange, a leading enterprise cloud marketplace for partner apps and experts. This integration allows wealth management firms using Salesforce CRM to apply CogniCor’s financial-services-specific AI as an intelligence layer across their existing technology stack and connect functionality with Agentforce workflows.

“Salesforce equips its clients with best-in-class technology to deepen customer engagement across industries,” said Dr. Sindhu Joseph, CEO and Co-Founder of CogniCor. “With CogniCor’s Advisor Copilot integration, advisors, RIAs, and broker-dealers can use their Salesforce systems to streamline workflows, automate routine tasks, and deliver more personalized interactions — powered by CogniCor’s award-winning AI.”

With CogniCor’s capabilities, wealth management firms gain access to:

• Agentic AI workflows that automate repetitive advisor tasks and provide operational efficiencies by connecting separate systems through an intelligence layer, including integrating with Agentforce workflows
• Compliance-aware guidance embedded into daily workflows,
• Context-rich client insights delivered through the platform to enhance personalized engagement using CogniCor’s domain-specific knowledge models

CogniCor’s WealthMate capabilities are a welcome addition to AppExchange, as it accelerates business transformation for wealth firms by enhancing advisor productivity and supporting deeper, more personalized service,” said Brian Landsman, CEO of AppExchange and EVP of Global Partnerships. “AppExchange is constantly evolving to connect customers with the right partner apps and experts for their business needs.”      

CogniCor’s innovative AI solutions have earned industry recognition, including the 2024 AI-Technology WealthManagement.com Industry Award for its Wealth Copilot. The company was also a finalist in ThinkAdvisor’s Luminaries Awards and named WealthTech Startup Winner in Datos Insights’ 2023 Digital Wealth Management Impact Innovation Awards.

Salesforce AppExchange, a leading enterprise cloud marketplace for partner apps and experts, enables businesses to power their agentic enterprise with our trusted and open ecosystem. Since its launch in 2006, AppExchange has grown to include more than 9,000 apps and experts, with over 14 million customer installs and 177,000 customer reviews. AppExchange enables customers of all sizes and across industries to extend their agentic enterprise with pre-built,  customizable apps and Salesforce-certified consultants to help solve their business challenges and accelerate time to value.

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