CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Salescaling: Spanish AI sales platform that records, transcribes and summarizes sales meetings and calls, detecting commitments and next steps and syncing insights to the CRM. 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 Salescaling when capturing commitments and next steps after client meetings to keep deals moving 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.
Spanish AI sales platform that records, transcribes and summarizes sales meetings and calls, detecting commitments and next steps and syncing insights to the CRM.
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
Salescaling is an AI-powered sales platform built in Spain (Salescaling SL) and offered primarily in Spanish for sales teams across Spain and Latin America. Its core AI notetaker automatically records and transcribes sales meetings and calls so reps no longer have to take notes manually, then generates executive summaries that highlight key topics, context, decisions and next steps. The platform's conversation intelligence layer analyzes each interaction to surface buying signals, objections and risks, and it automatically detects commitments and follow-up actions so teams know what to do after each conversation. Beyond meeting notes, Salescaling positions itself as a broader commercial suite that includes a native phone dialer with integrated recording, AI agents for prospecting and meeting scheduling, and CRM automation that reduces manual data entry by logging activity and pushing structured insights into the existing sales stack. The product is actively marketed with a free trial and displays customer references such as EDEM, Walcu and Abanca. It is aimed at SDRs, account executives and customer success managers who want to scale the preparation and follow-up around their meetings while keeping their CRM up to date. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Salescaling is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Salescaling |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic recording and transcription of sales meetings and calls |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI-generated executive summaries with key topics, decisions and next steps |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic detection of commitments and follow-up action items |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Conversation intelligence that surfaces buying signals, objections and risks |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Native phone dialer with integrated call recording |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | CRM synchronization and automated activity logging |
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.
Salescaling
Choose Salescaling if you need recording and summarizing sales discovery and follow-up calls automatically — strengths include spanish-language product designed for spanish and latin american sales teams.
CogniCor
Salescaling
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Salescaling is strong for recording and summarizing sales discovery and follow-up calls automatically. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Salescaling 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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