CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Traq.ai: Conversation intelligence platform that records, transcribes, and analyzes sales calls and links insights to the CRM. 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 Traq.ai when coaching reps using recorded conversations and analytics matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Conversation intelligence platform that records, transcribes, and analyzes sales calls and links insights to the CRM.
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
Traq.ai is a conversation intelligence platform built for sales teams that records, transcribes, and analyzes sales calls and meetings. After each conversation, the platform generates summaries, action items, and recommended next steps, and applies analysis such as sentiment and topic detection to surface buyer preferences, competitive mentions, and obstacles raised during the call. These outputs are attached to the relevant prospect or deal record in connected systems, helping reduce manual note-taking and administrative work. Traq.ai integrates with common CRMs including HubSpot and Salesforce, as well as conferencing tools such as Zoom, Microsoft Teams, and Google Meet, and offers a mobile app for capturing in-person meetings. An AI assistant, referred to as Ask Ava, lets users query their full repository of recorded conversations to find specific information and trends across deals. The platform is aimed at sales managers and reps who want consistent call documentation, coaching material drawn from real conversations, and CRM records that stay current without heavy manual entry. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Traq.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Traq.ai |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic call recording and transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries, action items, and recommended next steps |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Sentiment and conversation analytics |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | CRM integrations (HubSpot, Salesforce) and conferencing connectors (Zoom, Teams, Meet) |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Ask Ava AI assistant to query past conversations |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Mobile app for in-person meeting capture |
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.
Traq.ai
Choose Traq.ai if you need documenting sales calls with summaries and action items — strengths include links call insights directly to crm prospect and deal records.
CogniCor
Traq.ai
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Traq.ai is strong for documenting sales calls with summaries and action items. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Traq.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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