CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Level AI: Level AI is a contact center conversation intelligence platform that transcribes, scores, and analyzes voice and text customer interactions with automated QA and real-time agent assist. 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 Level AI when coaching contact center agents using transcript-based insights and real-time call guidance 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.
Level AI is a contact center conversation intelligence platform that transcribes, scores, and analyzes voice and text customer interactions with automated QA and real-time agent assist.
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
Level AI is a customer experience platform built for enterprise contact centers that captures, transcribes, and analyzes customer conversations across voice calls, chat, email, and bot interactions. Its proprietary speech-to-text engine, trained on noisy call center audio and fine-tuned to each customer's terminology, converts spoken conversations into searchable transcripts. On top of that transcription layer, Level AI applies semantic intelligence (natural language understanding) rather than keyword matching to detect intent, sentiment, and compliance issues, aiming to monitor 100% of interactions instead of a small sampled fraction. The platform automates quality assurance by scoring conversations against custom scorecards, including open-ended criteria via its QA-GPT feature, and surfaces coaching opportunities. A real-time Agent Assist module suggests next-best actions during live calls, and analytics dashboards extract voice-of-customer insights and dissatisfaction drivers. It is aimed at QA, CX, and operations teams in financial services, healthcare, insurance, and retail. Level AI also offers AI virtual agents for call deflection and screen recording for agent monitoring.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Level AI is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Level AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Speech-to-text transcription of voice calls plus ingestion of chat, email, and bot text across channels |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Semantic conversation intelligence using NLU to detect intent, sentiment, and compliance signals |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automated quality assurance scoring of 100% of interactions via custom scorecards and QA-GPT |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Real-time Agent Assist that surfaces recommended responses and guidance during live calls |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Analytics dashboards for voice-of-customer insights, dissatisfaction drivers, and root-cause analysis |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Agent screen recording and AI virtual agents for call triage and deflection |
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.
Level AI
Choose Level AI if you need automatically scoring and auditing agent calls and chats for quality assurance at scale — strengths include transcription engine is trained specifically on noisy contact center audio and tuned to customer-specific terminology.
CogniCor
Level AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Level AI is strong for automatically scoring and auditing agent calls and chats for quality assurance at scale. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Level AI is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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