CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Nimitai: An AI conversation-intelligence copilot for B2B sales teams that researches prospects, briefs reps, and delivers real-time coaching during calls. 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 Nimitai when preparing reps with research and briefings before customer meetings 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.
An AI conversation-intelligence copilot for B2B sales teams that researches prospects, briefs reps, and delivers real-time coaching during calls.
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
Nimitai is an AI meeting-intelligence and conversation-analytics platform built specifically for B2B sales teams at startups and growth-stage companies. It is structured around specialized functions: a research step that pulls prospect intelligence before a call, a preparation step that generates pre-call briefings with talking points and deal context, and a live copilot that delivers real-time coaching during the meeting. Nimitai captures calls through a lightweight Chrome extension that works with Zoom, Google Meet, and Microsoft Teams without requiring a separate bot to join the call. During a live conversation it records and analyzes audio and engagement signals, surfaces coaching cues, flags unaddressed objections, detects shifts in buyer interest, and highlights deal-risk signals so reps can adjust in the moment. After the call it generates structured scorecards and call summaries and can sync them to CRMs such as Salesforce, HubSpot, and Pipedrive, reducing manual data entry. It is aimed at sales organizations that want both real-time selling assistance and post-call analytics in a single tool, positioned as an option for smaller revenue teams. The platform is operating and accepting B2B sales teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Nimitai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Nimitai |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Pre-call prospect research and preparation briefings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time coaching cues and objection alerts during live calls |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Bot-free capture via a Chrome extension for Zoom, Meet, and Teams |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Buying-signal and deal-risk detection during conversations |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Structured post-call scorecards and summaries |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | CRM sync to Salesforce, HubSpot, and Pipedrive |
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.
Nimitai
Choose Nimitai if you need coaching sales reps in real time during discovery and demo calls — strengths include combines pre-call prep, live coaching, and post-call analytics in one tool.
CogniCor
Nimitai
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Nimitai is strong for coaching sales reps in real time during discovery and demo calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Nimitai 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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