CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Rilla: Speech analytics and AI coaching platform for in-person field sales that replaces traditional ridealongs with recorded, analyzed conversations. 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 Rilla when coaching field reps asynchronously across many appointments 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.
Speech analytics and AI coaching platform for in-person field sales that replaces traditional ridealongs with recorded, analyzed conversations.
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
Rilla is a speech analytics and AI coaching platform built for in-person field sales teams, particularly in home services and the trades. Instead of managers physically accompanying reps on ridealongs, reps record their in-person sales conversations, and Rilla automatically transcribes and analyzes each conversation to surface insights, summaries, and coaching opportunities. Managers gain visibility into conversations across their team and can review recordings, leave comments and highlights, and deliver asynchronous feedback from anywhere, which lets them coach far more appointments than in-person ridealongs would allow. The platform adapts to a team's specific sales process and can highlight how reps' conversations compare to the behaviors of top performers, helping standardize what works. Rilla serves field-sales-heavy industries including home improvement and remodeling, HVAC, plumbing, roofing, solar, automotive, dental, senior living, and multifamily property management. It is designed for sales managers and field reps who need a scalable way to capture, review, and coach face-to-face selling conversations that conventional meeting tools built for video calls do not address. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Rilla is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Rilla |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Mobile recording of in-person sales conversations |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic transcription and AI conversation analysis |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Asynchronous coaching with comments and highlights |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Behavior tracking against top-performer patterns |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Adapts analysis to a team's specific sales process |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Performance visibility across all reps and appointments |
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.
Rilla
Choose Rilla if you need replacing in-person ridealongs with recorded, analyzed conversations — strengths include purpose-built for in-person field sales coaching at scale.
CogniCor
Rilla
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Rilla is strong for replacing in-person ridealongs with recorded, analyzed conversations. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Rilla 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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