Wealth Management AI Engineering Resources

CB Insights: Game Changers 2022
CognitiveScale is featured in a CB Insights report on "Game Changers 2022." We are listed as one of the nine technologies that could change the world. In addition, we are listed as one of the top three AI auditors that are helping create safer, more accurate AI models. . . .
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Profile-of-One
Profile of One is part of the Cortex AI engineering multi-modal, multi-persona platform that enables organizations to develop enterprise AI applications with observability and operationalization across the full life-cycle. . . .
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AI-Powered Personalization Drives Improved Customer Engagement
According to McKinsey research, shoppers have a strong point of view on personalization. 72% said they expect the businesses they buy from to recognize them as individuals and know their interests. Furthermore, over 76% of consumers said that receiving personalized communications was a key factor in prompting their consideration of a brand, and 78% said such content made them more likely to repurchase. Personalization is especially effective at driving repeat engagement and loyalty over time. . . .
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Enhance Customer Data Initiatives with AI-Powered Personalization
Most organizations are looking to leverage their customer data and the insights generated from it in order to improve customer experience and drive value. Customer Data Platforms (CDPs) can be a key component of these initiatives, enabling clients to aggregate client data and make it available to solutions that generate client insights. . . .
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AI-powered Personalization Across the Customer Journey
Leveraging Artificial Intelligence (AI) will improve the customer journey across the enterprise, from personalized shopping experiences and customer acquisition use cases to contextualized customer engagement and customer service. . . .
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Systemic Bias in Financial Services_ Fixing a Growing AI/ML Problem
As computational analytics, including Artificial Intelligence and Machine Learning (AI/ML), gain greater traction and an almost essential status in the processing of massive volumes of data, their ubiquity and often inherent predilection for incorrect outcomes have brought both skepticism and distrust to their algorithms . . .
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Ethical and Trusted AI in Financial Services: CogX 2020 Panel Recap
To kick off the panel, Saxena explains his perspective on what it means to be trusted and ethical when it comes to automated decisioning systems. “Trust,” he says, is the foundation of the digital economy. . . .
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The AIGrind | S2E07_ Barclays Global Head of Consumer Banking Talks AI + Financial Services
Hear from Ashok Vaswani—Barclays’ Global Head of Consumer Banking & Payments—as he discusses how AI will impact financial services by helping us to focus on the customer and giving them the confidence to reach their aspirations. With host Arta Shita. . . .
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"We've only got ten years—what will you do?": CogX 2019 Reflections
the demands of the fast-paced, innovative society we live in today: storage of data, scalable computing, and high speed mobile connectivity. There is this “cloud” that is empowering businesses and personal lives, but how do we regulate the risks? . . .
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The AIGrind | S2E06_ Microsoft Head of Capital Markets Talks "Investment Bank of the Future"
Hear from Lee Bressler—Microsoft's Head of US Capital Markets Practice—as he discusses how AI will transform the banking world through productive customer collaboration, user experience, and—perhaps most empowering—a “culture of listening. With host Arta Shita. . . .
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The AIGrind | S2E05_ Jackson National's CIO Talks AI + Retirement Crisis
Hear from Dev Ganguly—Jackson National's CIO—as he shares Jackson National's path to innovation (as the leading provider of annuities), what advances in AI mean for the insurance industry, and how Jackson will use AI to solve the retirement crisis. With host Arta Shita. . . .
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The AIGrind | S2E04_ Dell's Head of HPC Talks Convergence of AI + HPC
Hear from Thierry Pellegrino—Dell EMC's VP and Head of HPC—as he discusses in what industries AI will transform HPC (high performance computing), what new inventions will result, the benefits of implementing AI into HPC environments, and more. With host Arta Shita. . . .
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AI to the Rescue: Bridging the $30 Trillion Wealth Transfer Gap | Cognite2018 Reflections
As part of our Cognite 2018 conference in Austin, Texas, we invited Akshaya Bhargava of Bridgeweave on stage to discuss how AI is transforming the financial services landscape. . . .
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Countdown to Cognite | Artificial Intelligence: What's Possible for Enterprises Today
This exclusive event will bring together AI pioneers, practitioners, thought leaders, and industry luminaries to discuss pertinent topics related to driving enterprise adoption of Augmented Intelligence systems . . .
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Straight Talk on AI & Big Data: What is Real and What is Marketing Hype?
Artificial Intelligence (AI) is rapidly moving from a mesmeric technology to a powerful teammate and a foundation for consumer and business decision making. However, AI is a young field full of amazing potential. It’s mystery and lack of underst . . .
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The AIGrind, Episode 6_ ex-CEO of Barclays Wealth, Asset Management, Investment Insights using AI
Join host Arta Shita as she sits with Akshaya Bhargava, former CEO of Barclays Wealth and Founder of Bridgeweave, to discuss using AI in asset management and investment insights . . .
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Wealth Management White Paper
With trillions of dollars of wealth being handed down to the next generation, and new new robo advisor and fintech options growing in influence, the landscape for Wealth Management is quickly changing . . .
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Trading Insights Case Study
Learn how a global financial services company used augmented intelligence from CognitiveScale to drive new trading insights . . .
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Regulatory Compliance Case Study
Learn how a global financial services firm used augmented intelligence from CognitiveScale to improve compliance management . . .
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Partnering to Power the AI Revolution in Financial Services, with Microsoft
Today, we announced that we will be delivering our Augmented Intelligence Systems that are optimized for the financial services industry through a Microsoft Azure partnership . . .
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