CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Quantified: AI sales coaching and role-play platform for regulated industries, with simulations plus pre-call prep, post-call reflection, and live-call analysis. 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 Quantified when driving product-launch readiness with compliant practice 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.
AI sales coaching and role-play platform for regulated industries, with simulations plus pre-call prep, post-call reflection, and live-call analysis.
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
Quantified is an AI sales coaching and role-play platform built for regulated industries such as life sciences, medical devices, financial services, and insurance, where conversation quality and compliance both matter. It is organized around a set of AI agents that span the rep lifecycle: AI Roleplay for realistic practice of high-stakes conversations, an AI Readiness Coach for onboarding and certification, an AI Field Coach for pre-call preparation, post-call reflection, and live-call analysis, an AI Authoring agent to build simulations from approved content, an AI Compliance agent that applies regulatory-aware guardrails, and an AI Insights agent that reports on readiness, proficiency, and adherence. Adaptive AI personalizes coaching to each rep's role, experience, and business context so feedback stays relevant as reps progress. The platform is used by large enterprises including major pharmaceutical companies, and is applied to new-hire onboarding, product-launch readiness, certification programs, continuous reinforcement, and even talent screening based on selling behaviors. Quantified concentrates on coaching, simulation, and readiness for sales teams rather than serving as a general meeting-notes tool. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Quantified is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Quantified |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI role-play for high-stakes sales conversations |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI Field Coach for pre-call prep, post-call reflection, and live-call analysis |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI Readiness Coach for onboarding and certification |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Compliance-aware guardrails for regulated selling |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Adaptive AI that personalizes coaching to each rep |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Insights agent reporting on readiness, proficiency, and adherence |
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.
Quantified
Choose Quantified if you need onboarding and certifying reps in life sciences or financial services — strengths include purpose-built for compliance-sensitive regulated industries.
CogniCor
Quantified
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Quantified is strong for onboarding and certifying reps in life sciences or financial services. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Quantified is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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