CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MaxIQ (EchoIQ): AI-native revenue intelligence platform whose EchoIQ module captures and analyzes sales conversations to update deal health and forecasts. 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 MaxIQ (EchoIQ) when coaching reps against sales methodologies using recorded call analysis 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-native revenue intelligence platform whose EchoIQ module captures and analyzes sales conversations to update deal health and forecasts.
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
MaxIQ (operated by Gyaan AI Inc.) is an AI-native revenue intelligence platform for B2B SaaS go-to-market teams that unifies forecasting, pipeline inspection, conversation intelligence, and post-sales visibility. Its conversation-intelligence component, EchoIQ, captures customer interactions across channels including meetings, calls, and emails, then translates them into insights that feed deal health, forecast accuracy, and retention models. EchoIQ is structured as a set of AI agents: an AI NoteTaker that auto-links conversations to the relevant deals and accounts, an AI Summarizer that produces briefs with decisions, risks, and next steps, an AI Coach that reviews calls against sales methodologies to surface coaching gaps, an AI Forecaster that adjusts win probability based on call signals, an AI Radar that monitors keywords and competitor mentions, and an AI Taskmaster that converts action items into tracked tasks. The platform also offers meeting preparation, live transcription during calls, real-time assistance, and automatic CRM updates. EchoIQ sits alongside MaxIQ's InspectIQ and ForecastIQ engines for deal inspection and forecasting. It is aimed at sales, customer success, and revenue operations teams that want conversation data tied directly to pipeline and forecasting rather than analyzed in isolation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MaxIQ (EchoIQ) is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MaxIQ (EchoIQ) |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic capture of conversations across meetings, calls, and emails |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Live transcription and real-time meeting assistance |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI NoteTaker that links conversations to deals and accounts plus AI Summarizer briefs |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI Coach that reviews calls against sales methodologies to surface coaching gaps |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI Forecaster that adjusts win probability based on call signals |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Automatic CRM updates and AI Taskmaster action-item tracking |
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.
MaxIQ (EchoIQ)
Choose MaxIQ (EchoIQ) if you need capturing and summarizing sales calls and syncing insights into deal records — strengths include conversation intelligence is tied directly to forecasting and deal-health models, not siloed.
CogniCor
MaxIQ (EchoIQ)
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MaxIQ (EchoIQ) is strong for capturing and summarizing sales calls and syncing insights into deal records. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MaxIQ (EchoIQ) is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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