CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Koncert: AI sales dialer with call recording and conversation intelligence, plus an AI PitchLab roleplay add-on for cold-call practice. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Koncert when managers coaching reps from recorded calls and a remote salesfloor 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 sales dialer with call recording and conversation intelligence, plus an AI PitchLab roleplay add-on for cold-call practice.
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
Koncert is a B2B sales engagement platform built around AI-powered dialing, call recording, and coaching for outbound teams. Its dialer suite includes options such as an AI Parallel Dialer and an AI Flow Dialer that filter voicemails and connect reps to live answers to increase connected conversations and connect rates. Calls are recorded and run through conversation intelligence that scans for objections and other signals so managers can coach reps at scale, and a remote Salesfloor gives managers a virtual workspace for real-time coaching during calls. Koncert also includes a multi-channel cadence sequencer spanning phone, email, video, text, and social, plus caller ID management that selects local numbers and monitors number health. For practice and training, Koncert offers AI PitchLab, an add-on where reps rehearse pitches against AI-powered buyer personas without the pressure of a live prospect, with objection-handling practice and automatic transcription and scoring of performance. Together these capabilities target outbound sales teams, SDRs, and managers who want dialing, real-call analysis, and structured roleplay practice within one platform. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Koncert is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Koncert |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI Parallel and AI Flow dialers that filter voicemails and connect live answers |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic call recording with conversation intelligence that detects objections |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI PitchLab add-on for AI persona roleplay and cold-call practice |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Objection-handling practice with automatic transcription and scoring |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Remote Salesfloor for real-time manager coaching during calls |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Multi-channel cadence sequencer across phone, email, video, text, and social |
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.
Koncert
Choose Koncert if you need outbound sdr teams running high-volume parallel dialing with recorded calls — strengths include combines an ai dialer, call recording, and roleplay practice in one platform.
CogniCor
Koncert
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Koncert is strong for outbound sdr teams running high-volume parallel dialing with recorded calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Koncert 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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