CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Listen Labs: Enterprise AI customer research platform that recruits participants, runs AI-moderated interviews, and delivers executive-ready insight reports. 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 Listen Labs when enterprise concept and prototype testing with recruited participants 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.
Enterprise AI customer research platform that recruits participants, runs AI-moderated interviews, and delivers executive-ready insight reports.
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
Listen Labs is an AI-first customer research platform that automates the qualitative research workflow end to end, from study design and participant recruitment through AI-moderated interviews to insight delivery. Its AI interviewer conducts personalized, in-depth conversations with each participant, asking follow-up questions and understanding context without a human moderator, and the platform supports video, audio, and text formats in 100-plus languages with automatic translation and transcription. Studies can incorporate stimuli such as videos, images, and Figma prototypes, and recruitment draws on a global network of tens of millions of qualified participants, with the option to integrate existing recruitment providers or bring your own audience. Once interviews complete, Listen Labs automatically packages results into executive-ready outputs, surfacing key themes and takeaways, generating personas, and producing highlight reels and slide decks, with turnaround measured in hours rather than the weeks typical of traditional research. The company is venture-backed and reports use by large consumer and technology brands, positioning the platform for enterprises looking to replace or supplement surveys and traditional market research with scalable AI-led interviews. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Listen Labs is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Listen Labs |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI interviewer running personalized video, audio, and text interviews |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Global participant recruitment with bring-your-own-audience option |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Stimulus testing with videos, images, and Figma prototypes |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automated key themes, takeaways, and persona generation |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Executive-ready reports with highlight reels and slide decks |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Support for 100+ languages with translation 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.
Listen Labs
Choose Listen Labs if you need replacing or supplementing surveys with scalable ai-led customer interviews — strengths include end-to-end automation from recruitment to executive-ready deliverables.
CogniCor
Listen Labs
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Listen Labs is strong for replacing or supplementing surveys with scalable ai-led customer interviews. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Listen Labs 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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