Digital Assistant platform for finance, with proven category-leading customers in wealth management and insurance.
Serving category leaders like LPL Financial, Ameriprise, Allianz Life, Pershing etc., CogniCor is the leading AI-based digital assistant platform that enables wealth advisors and insurance agents to reduce calls while enhancing service. Financial advisors and insurance brokers spend nearly 60-70% of their time on middle and back-office tasks. CogniCor’s CIRA is the leading no-code, massively scalable digital assistant and knowledge management platform that delivers 30% reduction in calls to the service center, 25% reduction in call transfer rate, and an increase in CSAT scores to 90% range.
CIRA, the no-code, massively scalable digital assistant platform is a SaaS service to Wealth/Insurance firms. CIRA’s knowledge graphs are fine-tuned for the financial domain and ingests data from Enterprise Content Management systems and CRM.
CIRA financial library contains Forms Assistant, Tool Navigation Assistant, Status Check Assistant, Policy & Procedures Assistant, etc. directly correlated to call volume drivers. CIRA integrates with financial industry content platforms and RPA systems.
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