CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Gong: Gong is an enterprise revenue-intelligence platform that automatically records, transcribes, and analyzes sales calls and video meetings to surface summaries, insights, and 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 Gong when coaching reps with data-backed insights from real conversations 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.
Gong is an enterprise revenue-intelligence platform that automatically records, transcribes, and analyzes sales calls and video meetings to surface summaries, insights, and 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
Gong is a "Revenue AI" platform built for sales and revenue teams that captures and analyzes customer interactions across calls, video meetings, and email. It automatically records and transcribes conversations from Zoom, Microsoft Teams, and Google Meet, then applies AI to generate call summaries, highlights, topic and keyword detection, sentiment and talk-ratio analysis, and suggested action items. Managers use it for data-backed coaching grounded in real conversations, while AI agents can draft follow-ups and update CRM records. Gong integrates with Salesforce, HubSpot, and Microsoft Dynamics CRMs, plus Slack, Zapier, and LinkedIn Sales Navigator, and lists 250+ partners through its Gong Collective ecosystem. Beyond conversation intelligence, the broader platform adds forecasting, sales engagement, and enablement modules. Gong is aimed at larger sales organizations rather than individual users, and the company reports more than 5,000 customers as of 2026.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Gong is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Gong |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Call & meeting recording |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI transcription & summaries |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Topic & sentiment analysis |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Coaching insights |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | CRM integration |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Call & meeting recording |
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.
Gong
Choose Gong if you need recording and transcribing sales calls and video meetings for review — strengths include automatically records and transcribes calls and meetings across zoom, microsoft teams, and google meet.
CogniCor
Gong
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Gong is strong for recording and transcribing sales calls and video meetings for review. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Gong is custom pricing. 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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