CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Insight7: Insight7 is an AI-powered call and conversation analytics platform that transcribes and analyzes sales calls, customer interviews, and meetings to surface insights, score quality, and coach customer-facing teams. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Insight7 when synthesizing customer and user research interviews into themes and quotes at scale matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Insight7 is an AI-powered call and conversation analytics platform that transcribes and analyzes sales calls, customer interviews, and meetings to surface insights, score quality, and coach customer-facing teams.
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
Insight7 is an AI conversation-intelligence platform that captures, transcribes, and analyzes calls, meetings, and customer interviews for revenue, support, and research teams. It ingests conversations through integrations with Zoom, Google Meet, Microsoft Teams, Webex, RingCentral, and Dialpad, and also supports bulk upload of audio, video, and document files from cloud storage. Transcription is offered in 60+ languages with custom vocabulary support and automatic PII/PHI redaction. After transcribing, the platform identifies recurring themes and patterns, extracts key quotes, and lets users query datasets with an AI assistant and an analysis grid across many conversations. For customer-facing teams it adds AI call scoring against configurable rubrics, real-time live-assist prompts during calls, and AI coaching that generates roleplay scenarios from real calls. It targets sales, customer support, learning and development, compliance, and research teams, and emphasizes security with SOC 2, HIPAA, and GDPR alignment plus no training on customer data.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Insight7 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Insight7 |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Transcription of calls, meetings, and interviews in 60+ languages with custom vocabulary and PII/PHI redaction |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Bulk upload and ingestion of audio, video, and document files from cloud storage |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic extraction of themes, patterns, and key quotes across many conversations |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI call scoring against configurable rubrics for QA and compliance |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Real-time live-assist prompts and AI coaching with roleplay scenarios |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integrations with Zoom, Google Meet, Microsoft Teams, Webex, RingCentral, and Dialpad |
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.
Insight7
Choose Insight7 if you need analyzing sales and customer calls to surface buying signals, objections, and coaching opportunities — strengths include combines transcription with theme extraction and cross-conversation analysis, not just notes.
CogniCor
Insight7
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Insight7 is strong for analyzing sales and customer calls to surface buying signals, objections, and coaching opportunities. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Insight7 is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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