CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Exec: Voice-based AI roleplay platform that lets sales reps practice high-stakes conversations against realistic AI buyers and get instant coaching. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Exec when rehearsing product demos and presentations with screen sharing matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Voice-based AI roleplay platform that lets sales reps practice high-stakes conversations against realistic AI buyers and get instant coaching.
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
Exec is an AI roleplay and training platform designed to help sales reps, leaders, and support staff practice high-stakes conversations before they happen with real customers. Its core function is generating voice-based AI characters that simulate buyers and other counterparts, complete with industry context and customizable traits, so reps can rehearse cold calls, discovery, negotiation, and objection handling in unscripted, dynamic conversations. The platform supports custom scenario creation and includes screen-sharing functionality so reps can practice product demos and presentations, not just talk tracks. After each roleplay, Exec provides instant performance insights, including actionable improvement tips and an AI coach that can explain scores, surface growth areas, and run short follow-up sessions to work through specific gaps. For managers and enablement teams, Exec offers analytics dashboards tracking skill development over time, performance trending, leaderboards, certification, and integration with existing learning management systems. It maintains SOC 2 Type II certification and states it does not use customer data to train its models. Exec is aimed at enterprise sales and revenue teams that want to close the gap between training content and real behavior change through repeated, measurable practice. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Exec is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Exec |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Voice-based AI roleplay with customizable buyer personas |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Custom scenario creation for realistic practice situations |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Screen-sharing practice for demos and presentations |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI coach that explains scores and runs follow-up sessions |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Manager dashboards with skill tracking, leaderboards, and certification |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Voice-based AI roleplay with customizable buyer personas |
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.
Exec
Choose Exec if you need practicing cold calls, discovery, and objection handling safely — strengths include voice-based, unscripted roleplays that adapt to the rep.
CogniCor
Exec
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Exec is strong for practicing cold calls, discovery, and objection handling safely. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Exec 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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