CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. aiOla: Voice AI platform for field teams that captures spoken post-meeting debriefs and pushes data into CRM. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and aiOla when outside sales teams keeping crm data complete after site visits matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Voice AI platform for field teams that captures spoken post-meeting debriefs and pushes data into CRM.
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
aiOla is a voice AI platform built for field teams that lets reps and frontline workers capture data by speaking naturally and automatically push it into systems like Salesforce. For field and in-person sales, aiOla provides a personal voice agent that a rep can talk to after a meeting to record a post-meeting debrief, which the platform converts into structured CRM records without manual typing. Its speech technology is designed to understand industry jargon, accents, and dialects across many languages and to work in noisy real-world environments such as stores, sites, and vehicles. Beyond sales debriefs, aiOla supports field workflows including inspections, safety checks, and compliance audits, but for sales teams the core value is turning spoken meeting summaries into clean, complete CRM data. The platform targets field-based sales and operations teams across industries such as consumer goods, pharmaceuticals, airlines, and retail. aiOla is actively operating in 2025 and 2026, with named enterprise customers and public recognition demonstrating ongoing operation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); aiOla is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | aiOla |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Voice agent for spoken post-meeting field sales debriefs |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic conversion of speech into structured CRM records |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Salesforce and workflow integration for field data |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Speech recognition tuned for jargon, accents, and noisy environments |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Prebuilt workflows for inspections, safety, and compliance |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Voice agent for spoken post-meeting field sales debriefs |
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.
aiOla
Choose aiOla if you need field sales reps dictating post-meeting debriefs into crm — strengths include designed for in-person and field sales rather than virtual calls.
CogniCor
aiOla
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while aiOla is strong for field sales reps dictating post-meeting debriefs into crm. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and aiOla is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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