CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Luster: AI Predictive Enablement platform that pairs realistic sales roleplay with live-call analysis to find and close rep skill gaps. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Luster when identifying which reps are at risk of underperforming on upcoming deals 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.
AI Predictive Enablement platform that pairs realistic sales roleplay with live-call analysis to find and close rep skill gaps.
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
Luster is a sales enablement platform that describes its approach as Predictive Enablement, combining AI-powered roleplay practice with analysis of real sales conversations. Reps rehearse high-stakes scenarios such as discovery calls and objection handling against AI buyer personas tuned to different sales stages, personas, and deal sizes, and receive feedback designed to surface where they are likely to struggle before those weaknesses show up in live deals. The platform pairs this practice environment with a live-call analysis capability the company calls EchoIQ, which reviews actual customer calls to detect how well reps apply the skills they have been practicing and where execution gaps remain. For managers and enablement leaders, Luster provides predictive insights into skill readiness, prescriptive guidance for onboarding and hiring, certification workflows, and AI-assisted coaching so that practice can be scaled across a go-to-market team. Luster is aimed at sales reps, frontline managers, and enablement teams who want to connect roleplay performance to real revenue outcomes rather than treating training as a one-off event. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Luster is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Luster |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI roleplay environment for rehearsing discovery, objection handling, and other high-stakes scenarios |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Buyer personas configurable by sales stage, persona type, and deal size |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | EchoIQ live-call analysis that reviews real customer conversations for skill application |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Predictive insights that flag rep readiness risk and skill gaps |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI-assisted coaching tools for managers to scale feedback |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Certification and onboarding workflows for enablement teams |
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.
Luster
Choose Luster if you need letting sdrs and aes rehearse cold calls and discovery conversations with ai buyers before live calls — strengths include connects practice performance with analysis of real live calls rather than roleplay alone.
CogniCor
Luster
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Luster is strong for letting sdrs and aes rehearse cold calls and discovery conversations with ai buyers before live calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Luster is a free tier with paid upgrades. 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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