Agentic AI ERP Platform

Provided by Cognerium LLC
Cognerium AI is an Agentic AI ERP platform for Wealth, Deposits, Lending, and Insurance growth in financial institutions.
Agentic AI ERP Platform Logo
Overview

Multiple AI agents work together to identify sales opportunities, engage and nurture prospects, automate follow-ups, and guide advisors with next-best actions throughout the customer lifecycle. The platform helps wealth firms increase AUM from existing clients by up to 40%, expand advisor capacity by up to 10X to manage more prospects and clients, and convert banking customers into investment relationships at scale. It also includes dedicated modules for deposits, lending, and insurance.

  • Industries
  • Banking
  • Insurance
  • Financial services
  • Topics
  • AI and ML
  • Automation
  • Deployment types
  • SaaS
  • On-premises
  • Languages supported
  • English
  • Fijian
  • Regions and countries supported
  • Americas -
  • Asia -
  • Europe -
Graphic featuring the IBM wordmark above the text Silver Partner. The design is rendered in a monochrome gray palette on a dark background. Horizontal stripes form the stylized IBM lettering, giving a clean and modern corporate look. The composition emphasizes partnership status and professional affiliation.
Benefits WealthGrowth
1. Increase AUM from existing clients by up to 40% 2. Expand advisor capacity by up to 10X 3. Convert banking clients/new prospects to Wealth
DepositGrowth
Identifies deposit opportunities, nurtures customers, and automates deposit growth workflows without adding headcount.
InsuranceGrowth
Scans banking and lending customers, identifies insurance needs, nurtures opportunities, and automates insurance conversions.
LendingGrowth
Identifies lending opportunities across existing banking customers, nurtures prospects, and automates lending cross-sell growth workflows.
Key features
Proprietary multi-agent AI architecture automating end-to-end growth, sales, and customer engagement workflows
64+ AI models and 250+ APIs built specifically for banking, wealth management, lending, and insurance use cases
Unified Agentic AI ERP platform spanning wealth, deposits, lending, and insurance growth workflows
4 platform versions aligned to the data maturity and digital transformation stage of each financial institution
Flexible deployment across cloud or on-prem environments based on security, compliance, and infrastructure needs
Positioned as the next generation of SAP for the financial industry across wealth, deposits, lending, and insurance
Information about the companies and solutions listed in this directory is provided by each company and is not validated by IBM unless otherwise noted.