CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Modjo: French conversation- and revenue-intelligence platform that transcribes sales calls and meetings, surfaces deal signals, and coaches reps, with data hosted in France. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Modjo when european companies needing conversation intelligence with eu data hosting 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.
French conversation- and revenue-intelligence platform that transcribes sales calls and meetings, surfaces deal signals, and coaches reps, with data hosted in France.
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
Modjo is a conversation- and revenue-intelligence platform founded in Paris, France, and aimed primarily at sales teams. It integrates with phone systems, video-conferencing tools, email, and calendars to automatically capture and transcribe business conversations in many languages, then applies AI to summarize calls and meetings and extract actionable insights. Beyond transcription and summaries, Modjo focuses on the revenue workflow: it scores calls, surfaces signals such as expansion opportunities, churn risk, and competitor mentions, automates CRM updates, and provides coaching feedback to help representatives improve. It offers AI agents and integrates natively with CRMs including Salesforce and HubSpot so insights are available where sales teams already work. Modjo positions itself as a European option for conversation intelligence: its data is hosted in France on AWS servers in the Paris region, and it states GDPR compliance and SOC 2 Type II certification, which is relevant for European organizations with data-residency requirements. It is used by a range of European companies. Modjo is best for sales and revenue teams, especially those in Europe, that want call recording, transcription, and deal intelligence with European data hosting. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Modjo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Modjo |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic capture and transcription of calls and meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI call scoring and conversation analytics |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Deal-signal detection (expansion, churn risk, competitors) |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automated CRM updates and AI agents |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Native Salesforce and HubSpot integration |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Data hosted in France with GDPR and SOC 2 Type II |
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.
Modjo
Choose Modjo if you need sales teams analyzing and coaching on call performance — strengths include european data hosting with gdpr and soc 2 type ii claims.
CogniCor
Modjo
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Modjo is strong for sales teams analyzing and coaching on call performance. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Modjo 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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