CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. EvaluAgent: EvaluAgent is a contact-center quality assurance platform that automatically transcribes, scores, and analyzes customer conversations across calls, chats, emails, and tickets. 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 EvaluAgent when surface sentiment, intent, and contact reasons to coach agents and improve cx 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.
EvaluAgent is a contact-center quality assurance platform that automatically transcribes, scores, and analyzes customer conversations across calls, chats, emails, and tickets.
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
EvaluAgent is a UK-based quality assurance and performance-improvement platform built for contact centers, BPOs, QA leads, team managers, and frontline agents. It captures interactions from connected CCaaS, CRM, and helpdesk systems, then transcribes voice calls to text and processes chats, emails, and tickets so every conversation can be reviewed rather than just a manual sample. Its AutoQA engine uses customizable drag-and-drop scorecards to automatically evaluate interactions, applying auto-fail logic and weighting that mirror how a team grades quality. A conversation-intelligence layer adds sentiment analysis, reason-for-contact classification, intent detection, summarization, predictive metrics, and customer-vulnerability signals. Insights flow into coaching plans, performance tracking, and agent feedback. The platform also offers AI-agent observability to detect issues in automated conversations, plus calibration and reporting tools. It integrates with systems such as Genesys, Five9, NICE CXone, Talkdesk, Amazon Connect, Salesforce, and Zendesk, and lists enterprise security credentials including SOC 2 Type II and ISO 27001.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); EvaluAgent is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | EvaluAgent |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic voice-call transcription with multi-language support |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AutoQA scoring of 100% of conversations using customizable drag-and-drop scorecards |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Conversation intelligence: sentiment analysis, intent detection, and summarization |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Reason-for-contact classification and predictive metrics (CSAT/NPS/resolution) |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI-agent observability to flag hallucinations, missed intents, and quality issues |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Coaching workflows, calibration, and dashboards built on QA insights |
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.
EvaluAgent
Choose EvaluAgent if you need automatically score and audit 100% of customer service calls and chats for quality and compliance — strengths include transcribes and analyzes every interaction across voice, chat, email, and tickets rather than a small manual sample.
CogniCor
EvaluAgent
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while EvaluAgent is strong for automatically score and audit 100% of customer service calls and chats for quality and compliance. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and EvaluAgent 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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