CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Eleveo when quality management and agent coaching from analyzed conversations matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions.
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
Eleveo is a workforce optimization software suite built for contact centers, combining call recording, quality management, speech analytics, and workforce management. Its media capture component records voice calls, video, and agent screens across multiple channels, while AI-driven speech analytics applies continuous speech recognition to produce call transcriptions, automated summaries, sentiment detection, topic categorization, and flags. From transcriptions it surfaces highlights, next steps, and trends, and summaries can be exported to CRM systems via an open API. The platform also includes agent scheduling and forecasting, plus compliance tooling for regulations such as GDPR, PCI-DSS, and TCPA. It integrates with major contact center and calling platforms including Cisco Webex Contact Center, Webex Calling, Microsoft Teams, Amazon Connect, Genesys, and Unify OpenScape, with on-premises, cloud, and hybrid deployment options. Eleveo is aimed at mid-market and enterprise contact centers and quality, compliance, and operations teams that need to capture, transcribe, and review customer conversations at scale rather than individual meeting note-taking.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Eleveo is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Eleveo |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI speech analytics with continuous speech-to-text transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Omnichannel media capture (voice, video, and screen recording) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automated call summaries with highlights, topics, and next steps |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Sentiment detection and conversation categorization across interactions |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Workforce management with AI forecasting and agent scheduling |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Compliance tooling for GDPR, PCI-DSS, and TCPA |
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.
Eleveo
Choose Eleveo if you need recording and transcribing customer service and sales calls at scale — strengths include analyzes and transcribes 100% of recorded interactions, not just samples.
CogniCor
Eleveo
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Eleveo is strong for recording and transcribing customer service and sales calls at scale. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Eleveo is custom pricing. 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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