CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. 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 Goelo when producing methodology-aligned summaries for sales reviews 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.
AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries.
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
Goelo is an AI conversational intelligence platform for sales teams that records, transcribes, and summarizes customer meetings, then uses that information to automatically populate CRM data. Its workflow centers on three steps: call, click, and sync, designed to move information from a sales conversation into the CRM with minimal manual effort. Goelo's AI assistant joins meetings across video conferencing platforms such as Zoom, Google Meet, and Microsoft Teams, and produces structured summaries that capture elements like the introduction, key insights, important numbers, and next steps, with support for common sales methodologies including MEDDIC, BANT, and SPICED. By analyzing conversations throughout the sales cycle, it can keep customer records updated automatically, addressing the common problem of incomplete or out-of-date CRM data. Goelo integrates with workspace tools like Google Workspace and Microsoft 365 and with Salesforce as a primary CRM integration for auto-filling fields. The platform is aimed at sales teams and revenue organizations that want to reduce time spent on post-call administration, improve CRM data quality, and keep summaries aligned with their chosen sales framework so reps can focus more on selling. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Goelo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Goelo |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI assistant that records and transcribes sales meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic CRM data population from conversations |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Structured summaries covering insights, key numbers, and next steps |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Support for MEDDIC, BANT, and SPICED sales methodologies |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Works with Zoom, Google Meet, and Microsoft Teams |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integrations with Salesforce, Google Workspace, and Microsoft 365 |
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.
Goelo
Choose Goelo if you need automatically updating crm records after sales calls — strengths include streamlines moving meeting data into the crm with minimal manual entry.
CogniCor
Goelo
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Goelo is strong for automatically updating crm records after sales calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Goelo 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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