CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Substrata: AI sales intelligence platform that analyzes the social and emotional signals behind conversations to help dealmakers read buyer intent. 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 Substrata when coaching sellers on social dynamics in high-stakes 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 sales intelligence platform that analyzes the social and emotional signals behind conversations to help dealmakers read buyer intent.
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
Substrata is an AI sales coaching and deal intelligence platform that takes a different angle from typical conversation intelligence tools: rather than focusing on transcription and summaries, it analyzes the social and emotional signals beneath sales conversations. Its core function is to model buyer psychology, attitudes, and momentum across interactions to help professional dealmakers understand intent and power dynamics. A central component is SoundWave, a real-time conversational analytics engine that listens to sales calls and analyzes voice tone, pace, pauses, interruptions, and the push-pull of social dynamics, surfacing the why behind what is being said rather than just the words. Substrata applies this signal analysis across conversations and email exchanges to gauge buyer sentiment and engagement, giving sellers and revenue leaders a read on how deals are actually progressing. The platform is aimed at B2B revenue professionals and leaders, and is positioned for smaller and mid-sized dealmaking teams that want behavioral insight into negotiations and high-value conversations. It has been recognized as a high performer across sales coaching, AI sales assistant, conversation intelligence, sales analytics, and revenue operations categories. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Substrata is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Substrata |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | SoundWave real-time analysis of tone, pace, pauses, and interruptions |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Behavioral analysis of buyer attitudes, intent, and power dynamics |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Email signal analysis for sentiment and engagement |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Deal momentum tracking across conversations |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Coaching insights focused on social and emotional cues |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | SoundWave real-time analysis of tone, pace, pauses, and interruptions |
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.
Substrata
Choose Substrata if you need reading buyer intent and sentiment during negotiations — strengths include analyzes social and emotional subtext beyond plain transcription.
CogniCor
Substrata
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Substrata is strong for reading buyer intent and sentiment during negotiations. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Substrata 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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