CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Triple Session: AI coaching intelligence platform that records and scores sales calls against your playbook and pairs feedback with a built-in training academy. 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 Triple Session when onboarding and ramping new reps with linked training content 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.
AI coaching intelligence platform that records and scores sales calls against your playbook and pairs feedback with a built-in training academy.
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
Triple Session is an AI coaching intelligence platform aimed at small and mid-market sales teams that want call coaching without the cost of enterprise revenue-intelligence suites. A meeting bot joins calls on Zoom and Google Meet to record and transcribe them, then the AI reviews 100% of conversations against the team's own playbook and sales best practices. It scores reps across competencies such as discovery, objection handling, and methodology adherence, and generates coaching briefs so managers can act without listening to full recordings. What distinguishes Triple Session from pure conversation-intelligence tools is its built-in Academy, a gamified library of bite-sized sessions and certificated courses spanning a wide range of sales skills, so identified gaps connect directly to training content. Additional capabilities include an Ask AI Coach natural-language assistant, deal review analysis, company-wide trend insights, and CRM updates pushed to Salesforce and HubSpot. It integrates with tools including Aircall and Fireflies, supports many languages, and is SOC 2 Type II certified, positioning it as an affordable coaching-plus-enablement option for SDR and AE teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Triple Session is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Triple Session |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Meeting bot that records and transcribes calls on Zoom and Google Meet |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI scoring of every call against a custom playbook and sales best practices |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automated coaching briefs and deal review analysis for managers |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Built-in gamified sales training Academy with courses and certificates |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Ask AI Coach natural-language assistant and company-wide insights |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | CRM integrations with Salesforce and HubSpot, plus Aircall and Fireflies |
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.
Triple Session
Choose Triple Session if you need coaching sdrs and aes against a defined sales playbook — strengths include combines call coaching with a built-in training academy in one tool.
CogniCor
Triple Session
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Triple Session is strong for coaching sdrs and aes against a defined sales playbook. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Triple Session 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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