CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Rafiki: AI sales intelligence platform that records, transcribes, and analyzes sales conversations to surface deal and coaching insights. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Rafiki when scoring and coaching reps against a defined sales methodology 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.
AI sales intelligence platform that records, transcribes, and analyzes sales conversations to surface deal and coaching insights.
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
Rafiki is an AI-powered conversation and revenue intelligence platform built for SME and mid-market revenue teams. It captures sales conversations by joining calls across Zoom, Google Meet, and Microsoft Teams, and also handles phone calls, then automatically transcribes and analyzes the audio. From each recorded conversation, Rafiki generates meeting summaries, follow-up email drafts, and call scores aligned to popular sales methodologies such as MEDDIC and BANT. Beyond individual call notes, the platform rolls conversation signals up into deal- and pipeline-level views so managers can spot risks and coaching opportunities across the team. It integrates with CRMs including Salesforce, HubSpot, Zoho, and Pipedrive to sync notes and extracted fields, reducing manual data entry for reps. Rafiki also offers AI role play for rep training and a natural-language query tool ("Ask Rafiki") for interrogating call data. It is aimed at sales leaders, account executives, SDRs, customer success managers, and frontline managers who want conversation intelligence and coaching at a lower price point than large enterprise suites. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Rafiki is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Rafiki |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records and transcribes calls across Zoom, Google Meet, Teams, and phone |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI-generated meeting summaries and follow-up email drafts |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Call scoring against MEDDIC and BANT frameworks |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Deal and pipeline-level conversation analysis |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | CRM integrations with Salesforce, HubSpot, Zoho, and Pipedrive |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI role play for rep training and a natural-language 'Ask Rafiki' query tool |
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.
Rafiki
Choose Rafiki if you need automatically capturing notes and action items from sales calls — strengths include combines note-taking, coaching, and revenue intelligence in one platform.
CogniCor
Rafiki
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Rafiki is strong for automatically capturing notes and action items from sales calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Rafiki 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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