CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Tario AI: AI outbound platform with a built-in dialer that records, transcribes, and scores SDR sales calls for coaching. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Tario AI when automatically transcribing and analyzing high-volume dialer calls 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 outbound platform with a built-in dialer that records, transcribes, and scores SDR sales calls for coaching.
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
Tario AI is an agentic outbound sales platform for SDR teams and revenue leaders that combines prospecting, multi-channel outreach, and an AI dialer with conversation intelligence. Its call analysis capability is a core pillar: every call placed through Tario's dialer is automatically recorded without a manual step, stored securely, and indexed by rep, campaign, and lead. Each recording is transcribed with speaker separation between rep and prospect and then run through Tario's AI, which scores calls across dimensions such as opening, discovery, value pitch, objection handling, and close, with timestamped feedback tied directly to the transcript. The platform tracks talk ratio and flags when reps dominate conversations, and a team coaching dashboard aggregates metrics so managers can spot patterns and share standout calls. Tario also handles AI-driven research, message personalization, automated dialing, and two-way CRM sync with Salesforce, HubSpot, and Pipedrive. It is built for outbound teams that want call recording, transcription, and structured coaching feedback alongside their dialing workflow rather than as a separate tool. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Tario AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Tario AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Built-in AI dialer with automatic call recording for outbound teams |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Transcription with rep/prospect speaker separation |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI call scoring across opening, discovery, pitch, objection handling, and close |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Timestamped feedback tied to the transcript and talk-ratio tracking |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Team coaching dashboard with aggregated metrics and shareable calls |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Two-way CRM sync with Salesforce, HubSpot, and Pipedrive |
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.
Tario AI
Choose Tario AI if you need sdr managers coaching reps on recorded, scored outbound calls — strengths include recording and analysis are automatic for every dialed call.
CogniCor
Tario AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Tario AI is strong for sdr managers coaching reps on recorded, scored outbound calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Tario AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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