CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Praiz: French AI meeting recorder and conversation-intelligence platform that records and transcribes calls and meetings and feeds structured insights into the CRM for sales teams. 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 Praiz when analysing customer calls at scale to surface objections and deal risk 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 AI meeting recorder and conversation-intelligence platform that records and transcribes calls and meetings and feeds structured insights into the CRM for sales teams.
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
Praiz is a French conversation-intelligence and AI meeting platform headquartered in Paris and founded in 2022. It is positioned for revenue and sales teams that want to capture, transcribe and analyse customer conversations and turn them into structured, decision-ready data. Praiz records and transcribes calls and meetings, supporting transcription across 100+ languages, then applies AI agents to extract signals such as deal qualification, pain points, objections, competitor mentions and churn risk. The platform places heavy emphasis on CRM automation: it offers custom field mapping and automated logging that synchronises summaries, notes and follow-ups into systems including HubSpot, Salesforce, Pipedrive, Zoho, Dynamics 365, Planhat and Attio, alongside a broad library of additional integrations. Praiz also exposes its conversation data through search and filtering, and provides an MCP server to connect conversations to large language models. The vendor describes specialised agents for frameworks such as MEDDIC and BANT, aimed at sales coaching and pipeline visibility. As of 2025/2026 the official website resolves to a live product serving multiple teams, and Praiz is a member of French Tech Grand Paris. It is best suited to sales and customer-facing organisations that need their conversations reflected accurately in the CRM. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Praiz is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Praiz |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Recording and transcription of calls and meetings in 100+ languages |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI agents that extract deal signals, pain points, objections and churn risk |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automated summaries and follow-up generation |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Deep CRM integration with custom field mapping and automated logging |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Searchable, filterable conversation data |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | MCP server to connect conversation data to large language models |
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.
Praiz
Choose Praiz if you need sales teams logging meeting outcomes automatically into the crm — strengths include strong crm automation across many major sales platforms.
CogniCor
Praiz
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Praiz is strong for sales teams logging meeting outcomes automatically into the crm. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Praiz 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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