CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Simmie: AI sales roleplay platform where reps practice realistic buyer conversations and get automated scoring and coaching. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Simmie when drilling pricing and other objection-handling responses against an ai buyer 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.
AI sales roleplay platform where reps practice realistic buyer conversations and get automated scoring and 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
Simmie is an AI roleplay platform built for sales teams that want to scale conversation practice and coaching without relying on manager availability. Reps engage in simulated conversations with realistic AI personas that push back, raise objections, and adapt to what the rep says, allowing practice of cold calls, discovery, objection handling, demos, and other call types on demand. Every conversation is graded against a configurable rubric so teams apply one consistent bar for readiness, and an AI coaching layer delivers post-call analysis and targeted feedback or drill assignments. A builder tool converts existing scripts, playbooks, and call recordings into practice scenarios automatically, reducing the manual setup that traditionally limits roleplay programs. Simmie can be accessed through the web as well as through ChatGPT, Claude, Slack, and Microsoft Teams via MCP integrations, and it offers manager dashboards for visibility into rep readiness and skill gaps. The platform is SOC 2 Type II certified, includes regulatory-adherence detection features, and operates on a credit-based model where one credit equals roughly one minute of simulation. It is offered across individual, team, and enterprise infrastructure tiers and is actively operating in 2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Simmie is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Simmie |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI roleplay with realistic personas that push back and adapt |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automated scoring of every conversation against a configurable rubric |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI coaching layer with post-call feedback and drill assignments |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Scenario builder that converts scripts, playbooks, and recordings into practice |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Access via web, ChatGPT, Claude, Slack, and Microsoft Teams (MCP) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Manager dashboards for rep readiness 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.
Simmie
Choose Simmie if you need onboarding new sales reps with repeatable practice scenarios before live calls — strengths include lets reps practice objection handling and discovery on demand without a manager.
CogniCor
Simmie
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Simmie is strong for onboarding new sales reps with repeatable practice scenarios before live calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Simmie is a free tier with paid upgrades. 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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