CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Jiminny: Conversation intelligence and coaching for revenue teams We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Jiminny when call review and training 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.
Conversation intelligence and coaching for revenue 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
Jiminny is a conversation-intelligence and coaching platform for revenue teams that records, transcribes, and analyzes sales calls and meetings. It captures conversations across major conferencing platforms and dialers, generates summaries and action items, and provides analytics on talk-time, topics, and other signals so managers can coach reps effectively. Jiminny emphasizes a positive coaching culture: it makes it easy to review calls, leave feedback, and build call libraries of great conversations for training. It connects to CRMs so call data and next steps sync into the pipeline automatically, giving leaders visibility into deals and rep performance. Jiminny is typically adopted by mid-market sales and customer-success teams that want recording, coaching, and revenue intelligence in one platform. Because it is built around the sales workflow, it is most useful for organizations that treat coaching and call review as central to hitting their numbers. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Salesforce, HubSpot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Jiminny is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Jiminny |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Recording and transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries and action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Coaching and call libraries |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Talk-time and topic analytics |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | CRM integrations |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Recording and transcription |
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.
Jiminny
Choose Jiminny if you need sales coaching and feedback — strengths include strong, coaching-focused workflow.
CogniCor
Jiminny
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Jiminny is strong for sales coaching and feedback. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Jiminny is custom pricing. 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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