CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Proshort: Sales conversation intelligence and coaching platform that records and analyzes calls, surfaces deal health, and delivers contextual rep coaching, with development roots in Bengaluru, India. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Proshort when coaching reps on call behaviors and running ai roleplay practice 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.
Sales conversation intelligence and coaching platform that records and analyzes calls, surfaces deal health, and delivers contextual rep coaching, with development roots in Bengaluru, India.
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
Proshort is an AI-powered sales platform that combines conversation intelligence, sales coaching, deal analytics, and enablement in a single product. It captures and analyzes sales conversations across voice and video meetings on platforms such as Zoom, Microsoft Teams, and Google Meet, producing AI notes, summaries, action items, and risk insights. Beyond meeting capture, Proshort aggregates CRM, email, and meeting data to give visibility into deal health, probability, and qualification coverage, and tracks coaching signals like talk ratio, filler words, objection handling, and tone to generate personalized coaching suggestions for each rep. The platform also offers AI roleplay practice built from real customer interactions and CRM automation that updates records and integrates with tools such as Salesforce and HubSpot. Proshort delivers contextual coaching snippets where reps already work, including the CRM, email, and Slack. The company is venture-backed and operates with headquarters in Cupertino, California and a development office in Bengaluru, India, serving customers in the US and India. It is positioned as an accessible alternative to large enterprise conversation intelligence suites. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Proshort is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Proshort |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records and summarizes Zoom, Teams, and Google Meet sales calls with AI notes and action items |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Call scoring on talk ratio, filler words, objection handling, and next-step quality |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Deal intelligence aggregating CRM, email, and meeting data with risk flagging |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Personalized rep coaching delivered in CRM, email, and Slack |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI roleplay training built from real customer interactions |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | CRM automation and integrations (Salesforce, HubSpot) |
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.
Proshort
Choose Proshort if you need automatically capturing and summarizing sales meetings for reps and managers — strengths include combines conversation intelligence, coaching, and deal analytics in one platform.
CogniCor
Proshort
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Proshort is strong for automatically capturing and summarizing sales meetings for reps and managers. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Proshort 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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