CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Strella: AI-moderated customer research platform that runs in-depth interviews and synthesizes findings in real time, with an option for human-led calls. 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 Strella when b2b and b2c qualitative studies with built-in recruitment matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AI-moderated customer research platform that runs in-depth interviews and synthesizes findings in real time, with an option for human-led calls.
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
Strella is an AI-powered customer research platform designed to run in-depth interviews and generate actionable insights in hours rather than weeks. Teams create a study in minutes using AI-generated, unbiased discussion guides that any team member can refine and launch, and they can either lead interviews themselves or hand moderation to Strella's AI moderator for faster results. During AI-moderated sessions, the platform conducts the conversation and adapts questions in real time based on each participant's responses, asking thoughtful follow-up questions to explore topics more deeply. Strella handles study logistics including recruitment, incentives, and scheduling, and offers a choice between interviewing customers a team already knows or recruiting from a panel of millions of global participants with targeting across professional, demographic, and behavioral segments; it supports research in dozens of languages for both B2B and B2C studies. On the analysis side, the platform synthesizes findings in real time, identifies themes across participants and segments, and lets researchers chat with their research to generate video highlight reels and pull insights at multiple levels, from an individual participant up to broader strategic patterns. The company is venture-backed and reports use by recognized consumer brands. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Strella is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Strella |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI moderator conducting adaptive, in-depth interviews in real time |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Optional human-led moderation alongside AI-moderated sessions |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI-generated unbiased discussion guides editable by the team |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Recruitment, incentives, and scheduling handled in-platform |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Real-time synthesis with cross-participant and segment-level themes |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Chat-with-research and video highlight reel generation |
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.
Strella
Choose Strella if you need rapid customer discovery and concept validation interviews — strengths include flexibility to run interviews via ai or have a human moderate.
CogniCor
Strella
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Strella is strong for rapid customer discovery and concept validation interviews. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Strella 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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