CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Uniphore: Uniphore is an enterprise conversational AI and customer service analytics platform that records, transcribes, and analyzes voice and digital interactions for real-time agent assist, conversation intelligence, and automated quality assurance. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Uniphore when qa and supervisor teams automating call scoring, coaching, and compliance monitoring across all interactions 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.
Uniphore is an enterprise conversational AI and customer service analytics platform that records, transcribes, and analyzes voice and digital interactions for real-time agent assist, conversation intelligence, and automated quality assurance.
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
Uniphore is an enterprise Business AI platform built for contact centers and customer service operations. Its customer service suite captures and records voice and screen interactions, then applies speech-to-text and natural language processing to transcribe and analyze conversations. The Conversation Insights Agent uses generative AI to analyze 100% of customer calls, producing conversation summaries, sentiment analysis, and topic/call-driver detection, and lets users query insights in natural language without predefined keyword lists. Its Real-Time Agent Assist surfaces in-the-moment guidance and knowledge during live calls and automates after-call work such as wrap-up summaries. The platform also automates quality assurance across every call rather than relying on random sampling or manual scorecards, flagging coaching needs and compliance gaps. The Communication Recording Agent provides multi-channel audio capture, transcription, and built-in compliance controls (MiFID II, Dodd-Frank, PCI DSS, GDPR). It targets contact center leaders, QA managers, supervisors, and operations teams. Uniphore is established, with documented enterprise deployments and industry analyst recognition.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Uniphore is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Uniphore |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time call transcription and live agent assist with in-the-moment guidance |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Generative-AI conversation intelligence analyzing 100% of calls for summaries, sentiment, and call drivers |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automated quality assurance across all interactions without random sampling or manual scorecards |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Multi-channel voice and screen recording with transcription in supported languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Natural language querying of conversation insights without keyword lists or tags |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Automated after-call work (ACW) summaries and post-call task automation |
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.
Uniphore
Choose Uniphore if you need contact centers transcribing and analyzing every customer call to uncover call drivers and sentiment trends — strengths include analyzes 100% of conversations rather than a sampled subset, improving qa and compliance coverage.
CogniCor
Uniphore
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Uniphore is strong for contact centers transcribing and analyzing every customer call to uncover call drivers and sentiment trends. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Uniphore is custom pricing. 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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