CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Leexi: European conversation intelligence with CRM sync for sales 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 Leexi when automatic follow-ups and crm updates matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
European conversation intelligence with CRM sync for sales
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
Leexi is an AI meeting assistant built for sales, customer success, and other revenue teams, with a strong presence in European markets. It records and transcribes calls and meetings across major conferencing platforms, generates summaries and action items, and provides conversation analytics so managers can review calls and coach their teams. Leexi emphasizes turning conversations into follow-through: it can draft follow-up emails, update CRM records, and surface insights across many calls so reps spend less time on administrative work after each meeting. It supports multiple languages, which suits multinational teams, and integrates with common CRMs and sales tools so data lands where teams already operate. Leexi is typically chosen by revenue organizations that want recording, summaries, and coaching analytics in one place, with particular appeal to European companies that value local language support and regional data practices. 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); Leexi is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Leexi |
|---|---|---|
| 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 | Conversation analytics and coaching |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Follow-up email drafting |
| 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.
Leexi
Choose Leexi if you need sales call coaching and review — strengths include built for revenue teams with coaching analytics.
CogniCor
Leexi
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Leexi is strong for sales call coaching and review. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Leexi 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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