CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Gistly: Gistly is an AI conversation intelligence platform that transcribes and audits 100% of contact-center calls for quality assurance and compliance, with native Indic code-switching analysis. 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 Gistly when collections and support teams monitoring regulatory and sla compliance 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.
Gistly is an AI conversation intelligence platform that transcribes and audits 100% of contact-center calls for quality assurance and compliance, with native Indic code-switching analysis.
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
Gistly is an AI conversation intelligence platform built for contact centers and BPOs that handle sales, support, and collections calls. It transcribes calls in 100+ languages with speaker identification and business-vocabulary tuning, then runs automated QA scoring against custom scorecards so teams can audit every conversation instead of sampling a handful. The platform surfaces time-stamped compliance flags, quality flags, sentiment and objection analysis, and AI call summaries tied to outcomes, plus real-time agent coaching and analytics. A distinguishing feature is its handling of multilingual and Indic code-switching audio, following conversations that mix Hindi, Tamil, Telugu, and other regional languages with English mid-sentence. Gistly also offers Voice AI monitoring to test and continuously watch AI agents in production, including hallucination detection. It integrates with platforms such as NICE, Salesforce, Zoho, Freshworks, HubSpot, and Genesys, and supports API and webhook connections. It is used by organizations including upGrad, Teachmint, and 21K School, primarily serving QA managers and operations leaders who need full-coverage call auditing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Gistly is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Gistly |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Call transcription in 100+ languages with speaker identification |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automated QA scoring of every call using custom scorecards |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Time-stamped compliance and quality flags for 100% auditing |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Native Indic code-switching analysis (e.g. Hindi-English, Tamil-English) |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI call summaries plus real-time agent coaching and analytics |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Voice AI agent monitoring with hallucination detection |
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.
Gistly
Choose Gistly if you need contact centers auditing 100% of agent calls for qa scoring and coaching — strengths include audits 100% of calls rather than a small manual sample, with no extra qa headcount.
CogniCor
Gistly
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Gistly is strong for contact centers auditing 100% of agent calls for qa scoring and coaching. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Gistly is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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