CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. 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 Glinky when building targeted prospect lists with natural-language search and enrichment matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM.
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
Glinky is an AI revenue intelligence platform for sales teams that combines outbound prospecting with meeting capture. Its call-intelligence side functions as an AI notetaker that records and transcribes sales conversations so reps can focus on the call rather than typing notes; every detail is captured, organized, and synced automatically to the connected CRM. The platform includes native speaker recognition and automated follow-ups, positioning the meeting workflow as bot-free note-taking that turns conversations into structured, actionable records. Alongside the notetaker, Glinky offers lead generation features that let users describe an ideal buyer in plain language or use advanced filters across role, industry, company size, revenue, and location, with contact enrichment for email and phone, outreach sequences, and the ability to export lists or push them directly into a CRM. The result is a single tool that aims to support the full motion from finding prospects to capturing and documenting the meetings that follow. Glinky is aimed at SDRs, AEs, and small sales teams that want pipeline growth and automatic meeting documentation without juggling separate prospecting and note-taking tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Glinky is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Glinky |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI notetaker that records, transcribes, and organizes sales calls |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic syncing of call details and follow-ups to the CRM |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Native speaker recognition for clearer transcripts |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Natural-language and filter-based lead discovery with contact enrichment |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Outreach sequences and list export to CSV or CRM |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Bot-free meeting capture workflow |
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.
Glinky
Choose Glinky if you need capturing and documenting sales calls automatically into the crm — strengths include combines prospecting and meeting capture in one platform.
CogniCor
Glinky
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Glinky is strong for capturing and documenting sales calls automatically into the crm. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Glinky 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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