CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. StreamAlive: Chat-powered live audience engagement tool for town halls and all-hands meetings, with AI question curation, polls, word clouds, and chat summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and StreamAlive when collecting live anonymous polls and sentiment during large broadcasts matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Chat-powered live audience engagement tool for town halls and all-hands meetings, with AI question curation, polls, word clouds, and chat summaries.
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
StreamAlive is a live audience engagement platform built to make large, broadcast-style meetings such as company town halls and all-hands sessions interactive. Instead of requiring attendees to scan QR codes or open separate apps, it turns the existing meeting chat into a participation channel, working across Zoom, Microsoft Teams, Google Meet, YouTube Live, and in-person presentations. Presenters can run multiple poll types (open-ended and multiple-choice power polls, rating polls), generate live word clouds from chat responses, drop pins on interactive maps, spin selection wheels, and collect emoji reactions, all rendered visually on screen in real time. For town halls and all-hands, its question management is a core draw: StreamAlive automatically detects and curates audience questions out of the chat stream so moderators do not miss them. Its AI layer, branded StreamAlive AI, can generate ready-to-use interactions from an uploaded presentation or topic description, summarize chat discussions with insights and notable quotes, and produce visualizations based on what the audience types. The product is delivered as a browser-based SaaS tool aimed at presenters who want higher engagement and clearer feedback during company-wide and webinar-style meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); StreamAlive is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | StreamAlive |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Chat-based audience participation across Zoom, Teams, Meet, and YouTube Live |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI-powered automatic detection and curation of audience questions |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI generation of ready-to-use polls and interactions from a presentation or topic |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI chat summaries with insights and notable quotes |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Live polls, word clouds, interactive maps, spinner wheels, and emoji reactions |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Post-session analytics and reports |
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.
StreamAlive
Choose StreamAlive if you need running interactive q&a during company all-hands and town hall meetings — strengths include designed specifically for engaging large town hall and all-hands audiences.
CogniCor
StreamAlive
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while StreamAlive is strong for running interactive q&a during company all-hands and town hall meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and StreamAlive 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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