Cognerium Wins BISA 2025 Technology Award for Modernizing the Role of Financial Advisors with AI

Bank Insurance & Securities Association Honors Cognerium for Advancing Wealth Management with AI-Powered Innovation

MADISON, WI, UNITED STATES, March 10, 2025 /EINPresswire.com/ -- Cognerium, a leading AI-powered platform for financial institutions, has been awarded the BISA 2025 Technology Award for its groundbreaking advancements in wealth management.

This recognition highlights WealthGrowth.ai, a platform that revolutionizes the role of financial advisors by:
• Expanding advisor capacity, enabling firms to manage 10X more clients and leads.
• Increasing wallet share by up to 40% through optimized client engagement.
• Converting existing bank clients into long-term investment relationships.
• Enabling digital, remote, and centralized advisor models for greater efficiency.

Solving a Decades-Old Industry Challenge

For years, financial advisors have operated under the same constraints, managing 600 to 1,000 clients but only being able to focus on the top 20%. This limitation has stifled growth and restricted scalability across wealth management firms.
WealthGrowth.ai changes the game. By increasing advisor capacity 6 to 10 times and freeing up to 60% of their time, the platform shifts advisors’ focus from administrative tasks to deepening client relationships and driving higher revenue.

What Sets WealthGrowth.ai Apart?

Built on Multi-Agent General Intelligence (MAGI), WealthGrowth.ai delivers unmatched AI-driven efficiency through:
• Agentic AI Workflow - A major step toward Artificial General Intelligence (AGI), integrating human expertise, AI-driven insights, and real-time market data to help financial institutions scale seamlessly.
• 64 AI Models - Purpose-built to predict and prescribe the best client strategies, providing personalized recommendations and automated decision support.
• Quantum AI Mechanics - Simulating multiple potential outcomes for every advisor action, allowing firms to optimize client engagement with precision.

Despite its advanced AI capabilities, WealthGrowth.ai remains simple to use, offering a streamlined, intuitive daily task list across mobile, tablet, and web. The platform also integrates seamlessly with 250+ APIs, connecting with CRMs, market data providers, and scheduling tools to ensure a fully connected experience.

About Cognerium

Cognerium’s WealthGrowth.ai is an AI-powered platform designed to drive asset growth and advisor efficiency for financial institutions. Its Multi-Agent General Intelligence (MAGI) framework goes beyond wealth management, helping banks grow deposits by converting existing bank clients, without requiring additional resources.

Supported by IBM, the Harvard Alumni Entrepreneurs Accelerator, and NVIDIA’s Inception Program, Cognerium’s leadership team brings over 200 years of combined experience in wealth management and AI innovation. With a proven track record, the platform enables seamless onboarding for financial institutions within just 3 to 4 weeks.

For inquiries, please contact:
contact@cognerium.com

Rajender Kaur
Cognerium
contact@cognerium.com
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