CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Convin when coaching agents with real-time cues and post-call scoring matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails.
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
Convin is an AI-backed conversation intelligence platform built primarily for contact centers and sales teams that handle high volumes of customer interactions. Its core function is to capture and analyze the full range of conversations, recording calls and ingesting chats and emails, then generating transcriptions and concise summaries for each interaction. On top of that data, Convin's AI analyzes conversations to detect buying signals, objections, competitor mentions, sentiment shifts, and recurring pain points, and it builds searchable conversation libraries. The platform applies automated call scoring for quality, sentiment, and compliance, which replaces sampling-based manual QA by evaluating interactions at scale rather than a small subset. Convin also offers real-time coaching cues and agent assistance during live calls, along with role-based dashboards for agents, managers, and leaders so each can see relevant performance data. It integrates with CRM systems to capture action items and next steps for follow-up. Convin serves regulated and high-volume industries such as fintech, banking, healthcare, real estate, and retail, and is aimed at teams that want data-driven coaching and quality assurance rather than subjective spot checks. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Convin is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Convin |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic recording and transcription of calls, chats, and emails |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI call scoring for quality, sentiment, and compliance |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Real-time agent coaching cues and live assistance |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Searchable conversation library with buying-signal and objection detection |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Role-based dashboards for agents, managers, and leaders |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Automatic recording and transcription of calls, chats, and emails |
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.
Convin
Choose Convin if you need automating quality assurance across all contact-center interactions — strengths include analyzes interactions across voice, chat, and email channels.
CogniCor
Convin
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Convin is strong for automating quality assurance across all contact-center interactions. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Convin 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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