Agaton: Stockholm-based AI conversation intelligence platform that analyzes sales and customer calls to surface buying signals, coach reps, and turn conversations into revenue insights. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Agaton when coaching sales reps in real time during calls to improve objection handling and closing matters most, and CogniCor when turning client meeting notes into crm tasks and follow-up communications matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Stockholm-based AI conversation intelligence platform that analyzes sales and customer calls to surface buying signals, coach reps, and turn conversations into revenue insights.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Agaton is a Stockholm-based AI conversation intelligence and revenue intelligence platform built for sales and customer-facing teams. The product applies voice AI to analyze agent-customer calls, aiming to review interactions rather than only a sampled subset, and surfaces signals such as buying intent, objections, sentiment shifts, and engagement levels. From these signals it generates personalized, real-time coaching guidance for reps during conversations and quality-and-compliance insights that help managers make faster decisions. Agaton evaluates sales skills like objection handling, closing technique, rapport building, and negotiation, and integrates with existing tools in the sales stack including dialers, CRM, Teams, Slack, and email. The company positions Agaton as an autonomous AI co-worker that automates core workflows so reps can focus on relationships and closing. As a European company, Agaton emphasizes European data-privacy standards, GDPR compliance, ISO 27001 certification, and automatic redaction of personally identifiable information. It was founded in 2024 and reports a customer base that includes Nordic enterprises. It is a newer, regionally rooted alternative to large US-based conversation intelligence incumbents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a generative AI assistant platform for financial advisors at RIAs, broker-dealers, and wealth management firms, designed to automate the administrative work surrounding client meetings. Rather than operating as a standalone app, CogniCor embeds directly into CRMs such as Salesforce and Redtail and is available on the Salesforce AppExchange, so its meeting prep, note-taking, and follow-up capabilities run within the advisor's existing tech stack. The platform automates pre-meeting preparation including agenda creation and form-finding, captures and organizes meeting notes, and turns those notes into tasks, case creation, and client communications afterward. It also handles related advisor workflows such as custodian alert management, NIGO form automation, eAuthorizations, and knowledge management. CogniCor connects with planning and operations tools including eMoney and Orion in addition to its CRM integrations. The company targets larger RIAs, broker-dealers, and enterprise wealth firms and counts sizable institutions among its customers. By orchestrating meeting documentation and downstream operations from inside the CRM, CogniCor aims to reduce manual administrative effort for advisory teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Agaton is a free tier with paid upgrades (freemium); CogniCor is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Agaton | CogniCor |
|---|---|---|
| Core capability | AI analysis of agent-customer sales calls with quality and compliance monitoring | Meeting note capture and organization within the CRM |
| Standout feature | Real-time, personalized coaching delivered during live interactions | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Buying-signal, objection, and sentiment detection | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Sales-skill evaluation (objection handling, closing, rapport, negotiation) | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | CRM, dialer, Teams, Slack, and email integrations | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Automatic PII redaction with GDPR and ISO 27001 focus | Integrations with planning and operations tools such as eMoney and Orion |
Agaton
Choose Agaton if you need coaching sales reps in real time during calls to improve objection handling and closing — strengths include european, gdpr-compliant approach with iso 27001 certification appealing to eu/emea teams.
CogniCor
Choose CogniCor if you need automating meeting prep and agendas before advisor client meetings — strengths include runs inside existing crms rather than as a separate application.
Agaton
CogniCor
It depends on your workflow. Agaton is strong for coaching sales reps in real time during calls to improve objection handling and closing, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
Agaton is a free tier with paid upgrades and CogniCor is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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