CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Oliv: AI sales assistant for revenue teams that handles meeting prep, live transcription, deal intelligence, and post-call follow-up. 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 Oliv when maintaining crm hygiene and pipeline visibility for sales managers 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 sales assistant for revenue teams that handles meeting prep, live transcription, deal intelligence, and post-call follow-up.
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
Oliv is an AI sales assistant built for account executives, sales managers, and revenue teams that want support across the full sales cycle rather than just a single meeting. Before calls, it helps reps prepare with prospect research, suggested questions, and daily deal summaries that prioritize the pipeline. During meetings, Oliv joins to provide live transcription, surface key moments, and follow live scorecards and adaptive talk tracks so reps can stay focused on the conversation. After the call, it generates meeting summaries delivered via Slack, Teams, or email, drafts follow-up emails, and syncs notes and deal data back to the CRM. A central part of Oliv is capturing deal intelligence from every meeting, call, and email, structuring it into scorecards built on sales methodologies such as MEDDICC, BANT, and SPICED so managers can review opportunities and coach reps. Oliv integrates with common revenue-team tools including Salesforce, HubSpot, Zoom, and Microsoft Teams. It is designed for teams that want automated note-taking, CRM hygiene, and pipeline visibility without adding manual admin work for sellers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Oliv is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Oliv |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Live meeting transcription and instant call highlights |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Pre-meeting prospect research and AI meeting prep |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Deal intelligence scorecards using MEDDICC, BANT, and SPICED frameworks |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI meeting summaries delivered to Slack, Teams, or email |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Automatic CRM sync and follow-up email drafting |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Live meeting transcription and instant call highlights |
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.
Oliv
Choose Oliv if you need giving account executives automated prep and follow-up around sales calls — strengths include supports the full sales cycle from prep through follow-up.
CogniCor
Oliv
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Oliv is strong for giving account executives automated prep and follow-up around sales calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Oliv 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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