CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Orum: AI-powered parallel and power dialer for sales teams with automatic call recording, real-time assist, AI scoring, and roleplay coaching. 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 Orum when coaching reps with real-time assist and automatic call scoring 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-powered parallel and power dialer for sales teams with automatic call recording, real-time assist, AI scoring, and roleplay coaching.
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
Orum is an AI-powered sales dialer platform built for sales development teams that make high volumes of outbound calls. Its core function is to maximize live conversations through power and parallel dialing, calling multiple numbers at once and connecting reps only when a real person answers, while routing past voicemails and busy signals so reps stay in back-to-back conversations. Around the dialer, Orum layers AI features for recording, coaching, and analysis. Every call is automatically logged and recorded, with timestamps that make it easy to revisit specific moments, and Orum integrates with conversation intelligence tools so recordings flow into a team's existing stack. Its Assist feature listens to conversations in real time and surfaces the right response when a rep needs it, such as handling an objection, responding to a competitor mention, or recognizing a buying signal. Orum also offers an AI coaching suite with automatic call scoring against proven criteria, scenario-based AI roleplay practice, and coaching portals that build each rep's coaching playlist from performance trends. Orum is aimed at SDR and outbound sales teams that want to combine high-efficiency dialing with AI-driven coaching. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Orum is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Orum |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Power and parallel dialing with live-answer detection |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic call logging and recording with timestamps |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Real-time Assist surfacing objection and competitor responses |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI call scoring against proven criteria |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Scenario-based AI roleplay and coaching portals |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Power and parallel dialing with live-answer detection |
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.
Orum
Choose Orum if you need increasing live connect rates for sdr outbound calling — strengths include parallel dialing maximizes live conversations per session.
CogniCor
Orum
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Orum is strong for increasing live connect rates for sdr outbound calling. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Orum is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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