CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and FullyRamped when certifying reps against a defined sales methodology before customer calls 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.
AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls.
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
FullyRamped is an AI sales training platform built around realistic roleplay simulations, automated call grading, and coaching. Reps practice conversations with AI personas that respond like real buyers across the full sales cycle, including cold calls, discovery calls, product demos, and deal preparation, rather than focusing only on cold-call openers. After each simulated or real call, the platform automatically grades performance against custom scorecards aligned to a team's sales methodology, surfacing strengths and uncovering gaps in areas such as delivery and objection handling. FullyRamped can also pull in actual call recordings through integrations with conversation intelligence tools to turn field conversations into training scenarios and to analyze real-world rep performance. Managers and enablement leaders use it to build scalable training programs, run AI-driven certifications that aim to reduce human bias, and track progress through performance analytics that benchmark teams and highlight coaching opportunities. The platform targets sales enablement leaders, managers, individual reps, and new hires who want repeatable, on-demand practice with consistent, automated feedback. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); FullyRamped is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | FullyRamped |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI roleplay simulations covering cold calls, discovery, demos, and deal prep |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic call grading on delivery, objection handling, and methodology adherence |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Custom scorecards aligned to a team's sales methodology |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Real-call import from conversation intelligence tools to build training scenarios |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI certifications for assessing reps without human bias |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Performance analytics and benchmarking for managers |
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.
FullyRamped
Choose FullyRamped if you need onboarding new reps faster with repeatable ai roleplay practice — strengths include covers the full sales cycle rather than only cold calling.
CogniCor
FullyRamped
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while FullyRamped is strong for onboarding new reps faster with repeatable ai roleplay practice. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and FullyRamped is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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