CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. SalesHood: SalesHood is an AI sales enablement and coaching platform that transcribes practice and pitch recordings into searchable text and scores reps' spoken sales conversations. 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 SalesHood when coaching reps with ai roleplay scoring on tone, messaging, and filler words before live calls matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
SalesHood is an AI sales enablement and coaching platform that transcribes practice and pitch recordings into searchable text and scores reps' spoken sales 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
SalesHood is a revenue enablement and sales coaching platform built for sales teams, managers, and enablement leaders. Within its coaching workflows, reps record or upload pitch practice, deal-win stories, and huddle videos, which SalesHood automatically transcribes into searchable text. The transcription turns spoken audio into text, tags it, and adds it to a content library, so users can search across recordings for a keyword and skip directly to the timestamped segment where it was said, with the term highlighted. SalesHood also offers AI Role Play, where reps practice realistic buyer conversations against AI personas and receive real-time scoring and sentiment analysis on tone, pace, clarity, messaging accuracy, and filler words. Managers review submitted recordings against scorecards and coaching criteria, and dashboards surface skill gaps and performance trends. Alongside these voice-and-transcription features, the broader platform includes digital sales rooms, content management, onboarding, and certification. It is geared toward developing sellers and standardizing how winning sales conversations are captured and coached.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); SalesHood is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | SalesHood |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic video/audio transcription of pitches, deal-win stories, and huddle recordings into searchable text |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Keyword search across recordings with timestamped highlighting to jump to the exact moment a term is spoken |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI Role Play simulating buyer conversations with real-time scoring and sentiment analysis |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI coaching feedback on tone, pace, clarity, messaging accuracy, and filler words |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Manager review of submitted recordings against scorecards and coaching criteria |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Coaching dashboards tracking individual and team performance trends and skill gaps |
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.
SalesHood
Choose SalesHood if you need transcribing and searching recorded sales pitch and deal-win videos to share best practices — strengths include transcribes spoken practice and pitch recordings into searchable, timestamped text for easy review.
CogniCor
SalesHood
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while SalesHood is strong for transcribing and searching recorded sales pitch and deal-win videos to share best practices. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and SalesHood is custom pricing. 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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