CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. SecondBody: Voice-first AI sales training platform (branded Rory) that runs role-plays, audits real calls, and coaches reps on objection handling and discovery. 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 SecondBody when auditing real calls to find where deals stall matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Voice-first AI sales training platform (branded Rory) that runs role-plays, audits real calls, and coaches reps on objection handling and discovery.
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
SecondBody is a voice-first AI sales training and coaching platform, branded as an AI coach called Rory, that aims to bridge the gap between classroom training and live selling. Reps run simulated cold calls, discovery conversations, and objection-handling scenarios against an AI buyer that pushes back in real time, and the AI scores conversations on dimensions such as talk-to-listen ratio, question quality, objection handling, and methodology adherence. Beyond practice, SecondBody offers conversational intelligence that can audit real sales calls or integrate with call recorders to pinpoint exactly where reps struggle, from weak intros to fumbled objections. It captures top performers' techniques and turns them into reusable playbooks and training material, gives managers analytics on behavioral patterns and skill gaps, and uses gamification such as streaks, leaderboards, and challenges to drive consistent practice. The platform pulls context from CRM data, call recordings, pricing documents, and company resources to keep coaching relevant. It serves SDR and BDR groups as well as enterprise and specialized sales teams, and offers a free tier for solo sellers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); SecondBody is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | SecondBody |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Voice-first AI role-play with a real-time AI buyer |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Scoring on talk-to-listen ratio, question quality, and objection handling |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Conversational intelligence that audits real calls or recordings |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Playbook automation capturing top-performer techniques |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Manager analytics on behavioral patterns and skill gaps |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Gamification with streaks, leaderboards, and challenges |
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.
SecondBody
Choose SecondBody if you need onboarding new reps and reducing ramp time — strengths include combines role-play practice with analysis of real calls.
CogniCor
SecondBody
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while SecondBody is strong for onboarding new reps and reducing ramp time. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and SecondBody 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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