CogniCor
Atul has 25 years of experience in Financial Services. Most recently, he was Head of Advice for Wells Fargo Advisors, where he oversaw investments and advice quality.
In previous roles, he was President of Wells’ clearing business, First Clearing, and Partner with Booz&Co.
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CogniCor
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CogniCor is the leading AI-driven Business Support Automation Platform that enables financial advisors and insurance brokers to reclaim time and expand their portfolio. Financial advisors currently have to spend 50% of their time in operational tasks1 ...