Avoma: Avoma is an all-in-one AI meeting assistant with conversation and revenue intelligence that automates note-taking, transcription, scheduling, and sales-call coaching. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Avoma when automatically recording, transcribing, and summarizing sales and customer calls 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.
Avoma is an all-in-one AI meeting assistant with conversation and revenue intelligence that automates note-taking, transcription, scheduling, and sales-call coaching.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Avoma is an AI meeting assistant that combines automated note-taking with conversation and revenue intelligence in a single platform. It records, transcribes, and summarizes meetings, generating AI notes from custom templates and syncing key details back to your CRM. Beyond documentation, Avoma layers in conversation intelligence for call scoring, talk-pattern analysis, and coaching, plus revenue intelligence features such as deal-risk alerts, sales-methodology tracking, and win-loss analysis. A built-in scheduler and lead router help teams book and route meetings. Avoma works with major conferencing platforms including Zoom, Google Meet, and Microsoft Teams, and connects to CRMs like Salesforce and HubSpot. It is aimed primarily at revenue and customer-facing teams that want meeting automation and pipeline insights together. Pricing is tiered, starting with a Startup plan and scaling to Organization and Enterprise, with optional intelligence add-ons.
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
Avoma is from $19/mo (paid); CogniCor is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Avoma | CogniCor |
|---|---|---|
| Core capability | AI-generated meeting notes and transcription with custom templates | Meeting note capture and organization within the CRM |
| Standout feature | Conversation intelligence with call scoring and coaching | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Revenue intelligence including deal-risk alerts and win-loss analysis | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Built-in scheduler and lead router | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | CRM syncing with platforms like Salesforce and HubSpot | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | AI-generated meeting notes and transcription with custom templates | Integrations with planning and operations tools such as eMoney and Orion |
Avoma
Choose Avoma if you need automatically recording, transcribing, and summarizing sales and customer calls — strengths include combines ai note-taking with conversation and revenue intelligence in one platform rather than separate tools.
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.
Avoma
CogniCor
It depends on your workflow. Avoma is strong for automatically recording, transcribing, and summarizing sales and customer calls, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
Avoma is from $19/mo and CogniCor is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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