CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Great Question: All-in-one UX research platform combining recruitment, scheduling, and AI analysis of interviews into a connected research repository. 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 Great Question when auto-summarizing and tagging interview sessions with ai 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.
All-in-one UX research platform combining recruitment, scheduling, and AI analysis of interviews into a connected research repository.
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
Great Question is a UX research platform that consolidates participant recruitment, study setup, and AI analysis into a single workflow for product managers, designers, UX researchers, and research operations teams. On the recruitment side it offers access to a large participant panel, the ability to build customer panels from CRM systems, automated screening, eligibility rules, incentive payments, and a research calendar for scheduling one-on-one, collective, or round-robin interviews. For conducting research it supports moderated user interviews, AI-moderated interviews, unmoderated prototype testing with Figma, surveys, card sorting, tree testing, and focus groups, with observer rooms for live team participation. After sessions, Great Question's AI analysis generates summaries, chapters, highlights, and tags, and builds a searchable research repository where transcripts, themes, highlight reels, and insights are connected so teams can query their entire body of research. It offers a wide range of integrations and an MCP that lets users run and analyze research from AI tools, and meets enterprise requirements with SOC 2 Type II, GDPR, and HIPAA compliance. The platform aims to take research from recruitment through synthesis without stitching together multiple tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Great Question is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Great Question |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI analysis generating summaries, chapters, highlights, and tags from interviews |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Searchable research repository connecting transcripts, themes, and insights |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Participant recruitment from a large panel plus CRM-based custom panels |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Scheduling, screening, eligibility rules, and incentive payments |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Moderated, AI-moderated, and unmoderated study methods including prototype testing |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | 50+ integrations plus an MCP for running research from AI tools |
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.
Great Question
Choose Great Question if you need recruiting participants and scheduling user interviews end to end — strengths include handles recruitment, study execution, and analysis in one platform.
CogniCor
Great Question
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Great Question is strong for recruiting participants and scheduling user interviews end to end. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Great Question 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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