CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Trellus: Real-time AI sales coaching and parallel dialer delivered as a lightweight Chrome extension that layers onto existing sales tools. 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 Trellus when increasing connect rates with a parallel dialer 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.
Real-time AI sales coaching and parallel dialer delivered as a lightweight Chrome extension that layers onto existing sales tools.
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
Trellus is a real-time AI sales coaching and dialing tool delivered primarily as a lightweight Chrome extension that layers on top of existing sales engagement platforms such as Salesloft, Outreach, and HubSpot. Its real-time coaching analyzes call audio during live conversations to detect intent and signals and provides adaptive guidance, nudging reps to adjust pacing, listen more, or change approach as the conversation unfolds. Alongside live coaching, Trellus offers a parallel dialer that lets reps dial multiple lines at once to increase connect rates, with automated voicemail drops and number-health monitoring. The platform also includes AI voice agents that can handle inbound qualification or act as practice prospects for rep training, plus call analytics and performance scoring so managers can review conversations after the fact. A sales floor feature supports team collaboration. Because it runs as a browser extension on top of tools reps already use, Trellus is designed to add live guidance and faster dialing without requiring teams to migrate to a separate platform. It is aimed at sales development reps, account executives, and sales leaders focused on outbound calling performance. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Trellus is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Trellus |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time, in-call AI coaching and adaptive guidance |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Parallel dialer with multiple simultaneous lines |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automated voicemail drops and number-health monitoring |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI voice agents for practice roleplay and inbound qualification |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Call analytics and performance scoring |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Chrome extension that layers onto Salesloft, Outreach, and HubSpot |
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.
Trellus
Choose Trellus if you need coaching reps in real time during outbound calls — strengths include adds live coaching and dialing without replacing existing tools.
CogniCor
Trellus
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Trellus is strong for coaching reps in real time during outbound calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Trellus is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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