CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Mindtickle: Sales readiness platform whose Call AI conversation intelligence records, transcribes, and scores sales calls within a broader enablement suite. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Mindtickle when connecting call gaps to targeted training programs 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.
Sales readiness platform whose Call AI conversation intelligence records, transcribes, and scores sales calls within a broader enablement suite.
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
Mindtickle is a sales readiness and enablement platform whose conversation intelligence product, Call AI, records, transcribes, and analyzes sales conversations as part of a broader suite that also includes training, content management, and coaching. Call AI automatically captures buyer interactions and scores calls against defined winning behaviors such as talk-time ratio, pace, and the questions reps ask, giving leaders visibility into what is actually said on calls every day. It surfaces competitor mentions and buyer objections, and an AI copilot assists reps with objection handling, follow-ups, and drafting emails. What distinguishes Mindtickle is that conversation insights are tied directly into its readiness programs: gaps identified on calls can feed into targeted training and coaching plans, and call moments can be used as real-world examples within enablement content. The platform integrates with CRMs including Salesforce and Microsoft Dynamics. It is designed for sales enablement teams, sales leadership, and individual sellers at organizations that want call analysis connected to a structured training and coaching program rather than as a standalone notetaker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Mindtickle is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Mindtickle |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Call recording and transcription (Call AI) |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI call scoring against defined winning behaviors |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Competitor mention and objection detection |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI copilot for objection handling, follow-ups, and email drafting |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Integration of call insights with training and coaching programs |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | CRM integrations (Salesforce, Microsoft Dynamics) |
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.
Mindtickle
Choose Mindtickle if you need recording and scoring sales calls for coaching — strengths include ties conversation insights directly into sales training and coaching.
CogniCor
Mindtickle
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Mindtickle is strong for recording and scoring sales calls for coaching. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Mindtickle 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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