CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Salesken: Real-time AI sales cues and conversation intelligence 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 Salesken when coaching at scale 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.
Real-time AI sales cues and conversation intelligence
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
Salesken is a conversation-intelligence platform that helps sales teams improve by analyzing their calls. It records and transcribes conversations across major conferencing platforms, generates summaries and action items, and applies analytics to surface what is working in winning calls versus losing ones. A key part of Salesken is real-time guidance: it can provide cues to reps during live calls to keep conversations on track. After calls, managers get coaching tools, scorecards, and pipeline insights that connect conversations to deal outcomes, and the platform integrates with CRMs so data and follow-ups flow into existing systems. Salesken is aimed at mid-market and enterprise revenue teams that want data-driven coaching at scale rather than just meeting notes. Because it is sales-specific, it is most valuable for organizations where call quality directly affects revenue and where managers need visibility into many reps and conversations. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Salesforce. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Salesken is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Salesken |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Recording and transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time call cues |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries and action items |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Coaching scorecards and analytics |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | CRM integrations |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Recording and transcription |
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.
Salesken
Choose Salesken if you need real-time sales call guidance — strengths include real-time guidance during calls.
CogniCor
Salesken
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Salesken is strong for real-time sales call guidance. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Salesken is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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