CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Koji: AI-native customer research platform whose AI interviewer runs voice and text discovery conversations at scale, then synthesizes themes automatically. 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 Koji when building personas and validating early product concepts 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.
AI-native customer research platform whose AI interviewer runs voice and text discovery conversations at scale, then synthesizes themes automatically.
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
Koji is an AI-native customer research platform built around an AI interviewer that conducts natural, in-depth conversations with research participants at scale, removing the need to schedule and moderate live discovery calls one at a time. Teams describe what they want to learn, and an AI research agent helps define goals and generate an interview guide. The AI then runs the interviews asynchronously in either a text chat or spoken voice format, asking adaptive follow-up questions and probing for depth as a human moderator would. Each completed conversation is analyzed automatically for key moments and sentiment, and findings are synthesized across all interviews into study-wide reports surfacing themes, patterns, and recommendations, with every insight traceable back to the participant quote that supports it rather than presented as a black-box summary. Koji is used for exploratory work such as discovery, persona development, and market strategy, as well as concept and messaging testing. The product is operated from Amsterdam with EU data residency and GDPR compliance, offers a freemium entry point, and integrates with tools including Claude, ChatGPT, Cursor, and Notion via an MCP server. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Koji is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Koji |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Insights traceable back to specific participant quotes |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI interviewer that runs asynchronous voice and text discovery conversations at scale |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI research agent that drafts research goals and interview guides from a brief |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic per-interview analysis with key moments and sentiment |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Cross-interview synthesis into study-wide themes, patterns, and recommendations |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | MCP integrations with Claude, ChatGPT, Cursor, and Notion |
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.
Koji
Choose Koji if you need running exploratory discovery interviews without scheduling live calls — strengths include removes scheduling overhead by running many interviews in parallel and asynchronously.
CogniCor
Koji
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Koji is strong for running exploratory discovery interviews without scheduling live calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Koji is a free tier with paid upgrades. 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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