CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Runo: India-based SIM-based call management CRM with an AI call summary feature that transcribes sales calls and generates summaries, action items, sentiment, and CRM updates. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Runo when auto-logging call summaries, dispositions, and next steps into a crm matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
India-based SIM-based call management CRM with an AI call summary feature that transcribes sales calls and generates summaries, action items, sentiment, and CRM updates.
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
Runo is an India-based, AI-powered SIM-based call management CRM built for mobile-first sales and telecalling teams. Its AI Call Summary capability is aimed at teams that run high volumes of outbound and inbound sales calls and want structured records without manual note-taking. According to its official site, Runo automatically analyzes recorded calls and audio signals to produce summaries that capture key discussion points, customer intent, objections, and outcomes, along with clearly organized next steps and call dispositions. It includes call transcription that converts conversations into searchable text, sentiment scoring, and automatic syncing of summaries and dispositions into the CRM so reps and managers can review activity from a unified dashboard. Because Runo operates over SIM-based mobile networks, calls originate from real phone numbers rather than virtual lines. The platform is available as mobile apps on the Apple App Store and Google Play and as a web dashboard, making it usable both in the office and on the move. It is used by teams across sectors such as real estate, insurance, finance, and education. The AI call summary tool is offered with a free trial. Pricing and full plan details are listed on the official website. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Runo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Runo |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI call summaries capturing key points, customer intent, objections, and outcomes |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Call transcription that converts conversations into searchable text |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Sentiment scoring and call disposition tagging |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic CRM sync of summaries and dispositions |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | SIM-based call management from real phone numbers |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Mobile apps (iOS and Android) plus a web dashboard |
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.
Runo
Choose Runo if you need summarizing and transcribing outbound and inbound sales calls for mobile sales teams — strengths include purpose-built for india's mobile-first, sim-based calling sales teams.
CogniCor
Runo
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Runo is strong for summarizing and transcribing outbound and inbound sales calls for mobile sales teams. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Runo is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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