Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. 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 Attio Call Intelligence when recording sales calls and linking them automatically to attio deals 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.
Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Attio Call Intelligence is a meeting-capture capability built into the Attio CRM, aimed at startups and modern go-to-market teams that manage their customers and deals in Attio. The recorder automatically joins meetings on Zoom, Google Meet, and Microsoft Teams, transcribes the conversation, and stores the recording directly within the CRM, with transcription available across a large number of languages. During and after a call, Attio generates conversation summaries and can apply custom AI insight templates that pull out key details, buying signals, blockers, and recommended next steps tailored to different call types. Its defining feature is automatic linkage: calls are tied to the relevant deals, people, and organizations in Attio, and AI can trigger follow-ups, create entries, and set reminders through Attio's flexible data objects and workflows, so teams do not have to log calls by hand. Recordings are visible to workspace members and can be shared externally. Attio Call Intelligence is built for revenue teams that want call recordings, transcripts, and AI insights connected to their CRM data and automation rather than living in a separate notetaking tool. 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
Attio Call Intelligence 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 | Attio Call Intelligence | CogniCor |
|---|---|---|
| Core capability | Recorder auto-joins Zoom, Google Meet, and Microsoft Teams | Meeting note capture and organization within the CRM |
| Standout feature | Transcription supporting a large set of languages | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Real-time and post-call conversation summaries | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Custom AI insight templates per call type | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Automatic linking of calls to deals, people, and organizations | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | AI-triggered follow-ups, entries, and reminders via Attio workflows | Integrations with planning and operations tools such as eMoney and Orion |
Attio Call Intelligence
Choose Attio Call Intelligence if you need recording sales calls and linking them automatically to attio deals — strengths include calls, transcripts, and insights sync natively into the attio crm.
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.
Attio Call Intelligence
CogniCor
It depends on your workflow. Attio Call Intelligence is strong for recording sales calls and linking them automatically to attio deals, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
Attio Call Intelligence 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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