Aviso AI: End-to-end AI revenue platform whose conversation intelligence records and analyzes sales calls and meetings for B2B revenue teams. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Aviso AI when revenue teams analyzing sales calls alongside pipeline and forecast data 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.
End-to-end AI revenue platform whose conversation intelligence records and analyzes sales calls and meetings for B2B revenue teams.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Aviso AI is an end-to-end AI revenue platform for B2B sales and revenue operations teams that combines forecasting, pipeline inspection, deal intelligence, and conversation intelligence in one system. Within its conversation intelligence module, Aviso records and transcribes both online meetings (via Zoom, Microsoft Teams, and Google Meet) and offline or in-person conversations, then analyzes them to surface coaching opportunities, buyer sentiment, and deal signals. It applies natural language processing and acoustic analysis to detect sentiment and emotion through tone, pitch, and pace, and generates smart transcripts and visual summaries that highlight keywords, decision-maker comments, and next steps. Its MIKI generative-AI assistant lets users query past conversations in natural language instead of scrubbing through transcripts, and a deal room centralizes recordings, transcripts, and related communications. Aviso ties these conversation insights back to pipeline health and forecasting so managers can connect rep behavior on calls to revenue outcomes. It is primarily aimed at mid-market and enterprise revenue teams that want a single AI-native platform rather than multiple point tools. 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
Aviso AI 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 | Aviso AI | CogniCor |
|---|---|---|
| Core capability | Records and transcribes online and in-person sales meetings | Meeting note capture and organization within the CRM |
| Standout feature | Sentiment and emotion analysis using text and acoustic markers | Automated pre-meeting prep including agendas and form-finding |
| Team usage | MIKI generative-AI assistant for natural-language querying of conversations | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Smart transcripts and auto-summaries with keywords and next steps | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Deal room centralizing recordings, transcripts, and deal communications | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Conversation insights tied to pipeline inspection and forecasting | Integrations with planning and operations tools such as eMoney and Orion |
Aviso AI
Choose Aviso AI if you need revenue teams analyzing sales calls alongside pipeline and forecast data — strengths include connects conversation intelligence directly to forecasting and deal data.
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.
Aviso AI
CogniCor
It depends on your workflow. Aviso AI is strong for revenue teams analyzing sales calls alongside pipeline and forecast data, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
Aviso AI 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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