CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Rehearsal: Video-based roleplay and AI practice platform where sales teams rehearse real-world scenarios and get feedback. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Rehearsal when certifying reps' messaging through reviewer-scored practice attempts 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.
Video-based roleplay and AI practice platform where sales teams rehearse real-world scenarios and get feedback.
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
Rehearsal is a video-based practice and roleplay platform, developed by ELB Learning, that gives sales teams and other learners a safe environment to practice their selling and communication skills before high-stakes situations. Learners record video responses to real-world scenarios, build the muscle memory needed to perform under pressure, and receive feedback through multiple practice attempts. The platform pairs traditional video roleplay with AI capabilities: an AI-powered feature evaluates learner video responses and provides automated feedback and assessment metrics, complementing human review from mentors and managers. Rehearsal Coaching supports collaborative, iterative learning by letting reviewers leave feedback and allowing learners to retry until they improve, which is useful for objection handling, pitch delivery, and discovery conversations. While the platform is widely used for sales enablement, it also supports adjacent use cases such as customer support training, leadership development, onboarding, and education. The company, founded by Darik Volpa and based in Reno, Nevada, describes itself as privately held and growing, and Rehearsal maintains a presence on review sites such as G2. It is an established, actively operating product suited to organizations that want structured, repeatable video practice with both AI and human feedback loops. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Rehearsal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Rehearsal |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Video-based roleplay where learners record responses to scenarios |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI evaluation of video responses with automated feedback and metrics |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Iterative coaching with multiple practice attempts and reviewer feedback |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Mentor and manager review workflows alongside AI assessment |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Scenario library spanning sales, support, leadership, and onboarding |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Anytime, anywhere access for distributed teams |
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.
Rehearsal
Choose Rehearsal if you need rehearsing sales pitches and discovery on video before real meetings — strengths include combines ai assessment with human mentor feedback for richer coaching.
CogniCor
Rehearsal
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Rehearsal is strong for rehearsing sales pitches and discovery on video before real meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Rehearsal 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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