CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. People.ai: Enterprise revenue intelligence platform that automatically captures sales activity from emails, calls, and meetings and maps it to deals and accounts. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and People.ai when giving revenue leaders visibility into buyer and seller engagement matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Enterprise revenue intelligence platform that automatically captures sales activity from emails, calls, and meetings and maps it to deals and accounts.
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
People.ai is an enterprise revenue intelligence and RevOps platform built for B2B sales organizations with complex, multi-stakeholder deal cycles. Its core function is automated activity capture: the platform ingests go-to-market signals across emails, calendar events, calls, and meetings, then matches that activity to the right opportunities, accounts, and contacts inside CRM systems such as Salesforce. This removes much of the manual data entry sales reps would otherwise perform and gives revenue leaders a more complete view of buyer and seller engagement. On top of the captured data, People.ai layers analytics for deal scoring, account and relationship mapping, engagement scoring, and methodology operationalization (for example MEDDIC), plus a generative assistant for surfacing answers about deals and accounts. PeopleGlass, a spreadsheet-style interface, lets teams update CRM records in bulk. The platform is primarily aimed at mid-market and enterprise revenue, sales operations, and marketing teams that need reliable activity data feeding their forecasting and pipeline reviews rather than individual users seeking a lightweight notetaker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); People.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | People.ai |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automated activity capture across email, calendar, calls, and meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | CRM data syncing and enrichment (Salesforce and other CRMs) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Account and relationship mapping for complex deals |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Deal and opportunity health scoring |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Generative AI assistant for querying deal and account data |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | PeopleGlass spreadsheet-style CRM editing interface |
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.
People.ai
Choose People.ai if you need automating crm activity logging for enterprise sales teams — strengths include reduces manual crm data entry by capturing activity automatically.
CogniCor
People.ai
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while People.ai is strong for automating crm activity logging for enterprise sales teams. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and People.ai is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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