AmpUp: AI sales coaching platform with a native notetaker that records and transcribes calls, then delivers prep briefs, debriefs, and practice scenarios. 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 AmpUp when sales orgs wanting coaching on every call instead of a small reviewed sample matters most, and CogniCor when turning client meeting notes into crm tasks and follow-up communications matters most. Try them side by side on real calls before deciding — needs vary by team.
AI sales coaching platform with a native notetaker that records and transcribes calls, then delivers prep briefs, debriefs, and practice scenarios.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AmpUp is an AI sales coaching and conversation intelligence platform for revenue teams that aims to coach on every call rather than a small sample. Its native notetaker joins meetings automatically across dialer, video, and phone, producing clean structured transcripts, and it can also ingest conversation data from existing platforms such as Gong, Chorus, Fireflies, Fathom, and Granola. The platform organizes coaching around several components: Sales Brain analyzes interaction patterns to identify winning behaviors versus performance gaps; Atlas delivers meeting-prep briefs before calls and coaching debriefs immediately after; Skill Lab generates practice scenarios based on real objections from the current pipeline; and the Notetaker feeds call data back into the coaching loop. AmpUp targets sales coaching at scale, deal execution and pipeline progression, rep onboarding and ramp acceleration, knowledge transfer across teams, and meeting prep with post-call analysis. Because it can sit on top of an existing conversation-intelligence stack or capture calls directly, it can serve as a dedicated coaching layer for teams that already record calls elsewhere. AmpUp is a live, operating product in 2025/2026 and is positioned as a sales/meeting tool rather than a contact-center QA system. 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
AmpUp 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 | AmpUp | CogniCor |
|---|---|---|
| Core capability | Native notetaker that auto-joins meetings across dialer, video, and phone | Meeting note capture and organization within the CRM |
| Standout feature | Ingestion of conversation data from Gong, Chorus, Fireflies, Fathom, and Granola | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Clean structured transcripts of every call | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Sales Brain analysis of winning behaviors versus performance gaps | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Atlas pre-call prep briefs and immediate post-call coaching debriefs | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Skill Lab practice scenarios generated from real pipeline objections | Integrations with planning and operations tools such as eMoney and Orion |
AmpUp
Choose AmpUp if you need sales orgs wanting coaching on every call instead of a small reviewed sample — strengths include coaching layer that can sit on top of an existing conversation-intelligence stack or capture calls directly.
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.
AmpUp
CogniCor
It depends on your workflow. AmpUp is strong for sales orgs wanting coaching on every call instead of a small reviewed sample, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
AmpUp 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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