CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. JustCall: Cloud communications platform with AI call scoring, real-time agent assist, and conversation intelligence for sales coaching across voice and SMS. 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 JustCall when reps getting live on-screen objection-handling prompts during calls 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.
Cloud communications platform with AI call scoring, real-time agent assist, and conversation intelligence for sales coaching across voice and SMS.
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
JustCall is a cloud-based communications platform for sales and support teams that layers AI coaching and conversation intelligence on top of voice, SMS, and WhatsApp. Its AI Call Scoring automatically evaluates every conversation against custom frameworks such as BANT, MEDDIC, or proprietary scorecards, with per-question breakdowns that show where reps underperform and scores that sync back to CRM records. Real-Time Agent Assist delivers on-screen prompts during active calls, with cues for objection handling, script adherence, and compliance alerts for regulated conversations. The conversation intelligence layer produces AI-generated call summaries with action items, talk-to-listen ratio analysis, sentiment tracking, filler-word and dead-air detection, and searchable transcripts across all conversations. Calls are recorded and transcribed automatically with speaker identification and moment highlighting. For live management, whisper and barge modes let managers coach mid-call. JustCall is used by thousands of teams across sales coaching, contact-center, and compliance-heavy sectors, and integrates with major CRMs. Headquartered in San Francisco, it is a live, operating product as of 2025/2026 used for new-rep ramp, coaching, and conversation analysis. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); JustCall is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | JustCall |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | CRM integrations and multi-channel voice, SMS, and WhatsApp |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI Call Scoring against custom frameworks (BANT, MEDDIC, or proprietary scorecards) with per-question breakdowns |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Real-Time Agent Assist with on-screen prompts and compliance alerts during calls |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI-generated call summaries with action items |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Conversation intelligence: talk-to-listen ratio, sentiment, filler-word and dead-air detection |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Automatic call recording and transcription with speaker identification and moment highlighting |
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.
JustCall
Choose JustCall if you need sales teams scoring every call against meddic or bant and syncing results to the crm — strengths include custom scoring frameworks (bant, meddic) give structured, repeatable call evaluation.
CogniCor
JustCall
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while JustCall is strong for sales teams scoring every call against meddic or bant and syncing results to the crm. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and JustCall 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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