CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Spiky.ai: Conversation intelligence and real-time AI coaching platform that records, analyzes, and guides sales meetings for revenue teams. 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 Spiky.ai when automating meeting notes, summaries, and crm updates after sales calls 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.
Conversation intelligence and real-time AI coaching platform that records, analyzes, and guides sales meetings for revenue teams.
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
Spiky.ai is a conversation intelligence and sales coaching platform built for revenue teams, sales enablement leaders, and revenue operations. It joins and records sales calls and video meetings on platforms such as Zoom, Microsoft Teams, and Google Meet, then transcribes each conversation and structures the dialogue into searchable signals. From those recordings the platform produces meeting summaries, action items, keyword and tracker analysis, and metrics such as talk ratio, speaking patterns, and call momentum, while detecting sentiment, objections, and buyer intent. During live calls it can surface context-aware prompts, playbooks, and battlecards to help reps handle objections, follow an agenda, and stay aligned with proven talk tracks. After the call, Spiky generates tailored feedback highlighting strengths and growth areas, drafts follow-up emails and Slack messages, and syncs notes and activity to CRMs including Salesforce and HubSpot. Spiky also offers asynchronous self-coaching tied to each meeting type. It is aimed at sales managers and reps who want to scale coaching, standardize messaging, and turn every customer conversation into structured, reviewable insight. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Spiky.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Spiky.ai |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records and transcribes calls and video meetings from Zoom, Teams, and Google Meet |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time in-call prompts, playbooks, and battlecards for objection handling |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI-generated meeting summaries, action items, and follow-up drafts |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Conversation analytics: talk ratio, speaking patterns, sentiment, and buyer intent |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Custom keyword trackers and behavior analytics for coaching |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | CRM and collaboration integrations (Salesforce, HubSpot, Slack, Google Docs) |
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.
Spiky.ai
Choose Spiky.ai if you need sdr and ae managers coaching reps on objection handling and talk tracks — strengths include combines real-time coaching with post-call analysis in one platform.
CogniCor
Spiky.ai
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Spiky.ai is strong for sdr and ae managers coaching reps on objection handling and talk tracks. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Spiky.ai 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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