CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ProspectBoss: Cloud power dialer for outbound sales with AI that scores, summarizes, and suggests next steps on every conversation. 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 ProspectBoss when using ai call scores and summaries to coach reps and plan next steps 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.
Cloud power dialer for outbound sales with AI that scores, summarizes, and suggests next steps on every conversation.
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
ProspectBoss is a cloud-based outbound power dialer built to help sales teams call faster, protect their phone numbers, automate follow-up, and convert more conversations into appointments. Its power dialer, marketed as "Call Hammer" technology, automates rapid sequential dialing to maximize the number of prospects a rep reaches per hour, and includes automated voicemail dropping so reps can leave pre-recorded messages without waiting. The platform layers AI on top of calling, describing an assistant that listens to conversations and then scores, summarizes, and suggests next steps for each call, while automating SMS and email follow-up and tracking outcomes. ProspectBoss emphasizes deliverability and compliance with STIR/SHAKEN support, spam-likely prevention, and phone-number registration with major carriers to keep outbound numbers in good standing. It integrates with CRMs including Salesforce, HubSpot, and Zoho, and offers real-time conversation data and analytics. The product is primarily targeted at real estate agents, insurance producers, and home-services companies, and is a live, actively offered product with current pricing and trial options. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); ProspectBoss is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | ProspectBoss |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Power dialer with rapid sequential dialing ("Call Hammer") |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI that scores, summarizes, and suggests next steps per call |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automated voicemail drop |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automated SMS and email follow-up with outcome tracking |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | STIR/SHAKEN support and spam-likely prevention |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Carrier number registration for deliverability |
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.
ProspectBoss
Choose ProspectBoss if you need real estate and insurance reps running high-volume outbound calls — strengths include high-throughput power dialing for outbound prospecting.
CogniCor
ProspectBoss
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while ProspectBoss is strong for real estate and insurance reps running high-volume outbound calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and ProspectBoss 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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