Cogence: Redefining Financial Advisory for Advisor Empowerment

In a dynamic interview with Jonel Matthee-Ferreira from Cogence, the CEO sheds light on the challenges faced by financial advisors in today's market.

She highlights the overwhelming administrative burden and the necessity for advisors to shift focus towards providing comprehensive advice.

Cogence steps in as a solution, offering collaboration intelligence by partnering with industry giants like BlackRock and RisCura. Their platform enables seamless client onboarding and paperless processes, while also providing personalized investment solutions.

Through a strategic blend of technology and expertise, Cogence aims to empower advisors and enhance client outcomes in an ever-evolving financial landscape.