CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Siro: AI coaching platform for in-person and field sales that records, transcribes, and analyzes face-to-face conversations via a mobile app. 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 Siro when coaching field reps remotely using recorded conversations 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.
AI coaching platform for in-person and field sales that records, transcribes, and analyzes face-to-face conversations via a mobile app.
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
Siro is an AI coaching and conversation intelligence platform designed specifically for in-person and field sales teams, a segment that traditional call-recording tools built for video meetings do not cover. Reps record their face-to-face customer conversations using Siro's mobile app, and the platform automatically transcribes and analyzes those recordings to surface coaching opportunities, objections, and selling behaviors. A real-time capability called Halftime delivers coaching cues mid-conversation. Siro includes Ask Siro, which lets sales leaders query recorded field conversations in natural language to find patterns in objections, competitive mentions, and rep performance, with answers linked back to specific recordings so managers can review and coach efficiently across many consultations. A self-coaching feature surfaces how stronger reps handled similar situations, giving reps an example to learn from. The platform also drafts follow-ups, flags key deal moments, and syncs data to CRM systems. Siro serves industries with heavy field and in-home selling, such as home improvement, home services, automotive retail, telecom, multifamily housing, and medical aesthetics. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Siro is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Siro |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Mobile recording and transcription of in-person sales conversations |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time mid-conversation coaching (Halftime) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Ask Siro natural-language search across recorded field conversations |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Self-coaching with examples drawn from top-performing reps |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Automated follow-up drafting and CRM sync |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Performance analytics and coaching insights for managers |
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.
Siro
Choose Siro if you need recording and analyzing in-home and field sales appointments — strengths include purpose-built for in-person and field sales that video tools miss.
CogniCor
Siro
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Siro is strong for recording and analyzing in-home and field sales appointments. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Siro 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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