CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. QEval: QEval is an AI contact center quality assurance platform that transcribes and scores customer conversations across voice, chat, email, and SMS against customizable scorecards. 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 QEval when real-time compliance monitoring and de-escalation support during live customer calls matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
QEval is an AI contact center quality assurance platform that transcribes and scores customer conversations across voice, chat, email, and SMS against customizable scorecards.
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
QEval, built by Etech Global Services, is an AI-powered contact center quality assurance and performance management platform. It automatically transcribes recorded and live customer interactions across voice, chat, email, and SMS channels, then applies speech analytics, sentiment detection, and topic classification to evaluate every conversation against customizable quality scorecards rather than a small manual sample. Built for contact center QA teams, compliance officers, and operations leaders, it converts interactions into searchable transcripts in near real time, scoring both human and AI agents. QEval includes real-time agent assist that surfaces compliance prompts and de-escalation guidance during live calls, automated PCI/HIPAA/GDPR compliance monitoring with PHI/PII redaction, and coaching workflows with analytics and gamification to drive agent improvement. A flexible scorecard builder supports numeric, weighted, blind, and holistic scoring formats. Distinct from generic LLM wrappers, QEval emphasizes a proprietary multi-expert evaluation architecture, vendor-neutral scoring of third-party AI agents, and a roughly 30-day deployment timeline aimed at enterprise contact centers.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); QEval is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | QEval |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automated transcription of recorded and live calls into searchable text via speech analytics |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Customizable quality scorecards (numeric, weighted, blind, and holistic scoring formats) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Evaluation across 100% of voice, chat, email, and SMS interactions instead of manual samples |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Real-time agent assist with live compliance prompts and de-escalation guidance |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Compliance monitoring for PCI, HIPAA, and GDPR with PHI/PII redaction |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Scoring of both human agents and third-party AI agents, plus coaching, analytics, and gamification |
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.
QEval
Choose QEval if you need automating quality monitoring and scoring of agent customer interactions at scale — strengths include transcribes and analyzes 100% of interactions across multiple channels rather than a sampled subset.
CogniCor
QEval
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while QEval is strong for automating quality monitoring and scoring of agent customer interactions at scale. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and QEval is custom pricing. 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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