CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Salesfinity: AI parallel dialer for B2B SDR and AE teams with built-in objection tagging, call recording, and real-time coaching. 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 Salesfinity when sales managers coaching reps via recorded calls and objection insights 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.
AI parallel dialer for B2B SDR and AE teams with built-in objection tagging, call recording, and real-time coaching.
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
Salesfinity is an AI-powered parallel dialer built specifically for B2B SaaS sales development reps (SDRs) and account executives focused on outbound prospecting. The platform dials multiple numbers simultaneously and automatically filters out voicemails, dial tones, and automated responses so reps only spend time on live human conversations. Alongside the dialer, Salesfinity records and analyzes calls for coaching purposes: it tags objections, tracks recurring objection trends, and surfaces suggested responses and pitch tips during calls without requiring constant manager oversight. A collaborative "Salesfloor" feature lets teams dial together, share wins, and mentor newer reps in a shared virtual space. Salesfinity also includes waterfall data enrichment that replaces bad phone numbers with verified alternatives drawn from multiple data providers, and it auto-rotates and registers numbers to reduce spam flagging. It integrates with common revenue tools including HubSpot, Salesforce, Outreach.io, Salesloft, Apollo.io, and Amplemarket. The product is live and actively used by B2B SDR teams, with calling supported across more than 100 countries. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Salesfinity is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Salesfinity |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI parallel dialer that connects reps only to live human answers |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic objection tagging and objection-trend tracking |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Call recording and call analysis for coaching |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Real-time suggested responses and pitch tips during calls |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Collaborative Salesfloor for team dialing and mentoring |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Waterfall data enrichment to replace bad phone numbers |
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.
Salesfinity
Choose Salesfinity if you need sdr teams running high-volume outbound cold-calling campaigns — strengths include purpose-built for high-volume outbound sdr and ae workflows.
CogniCor
Salesfinity
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Salesfinity is strong for sdr teams running high-volume outbound cold-calling campaigns. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Salesfinity 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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