CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. User Intuition: An AI-moderated customer research platform that runs natural voice and video interviews at scale and delivers transcripts, recordings, and analyzed insights. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and User Intuition when concept and prototype testing with adaptive ai-moderated feedback matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
An AI-moderated customer research platform that runs natural voice and video interviews at scale and delivers transcripts, recordings, and analyzed insights.
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
User Intuition is an AI-moderated customer research platform that automates qualitative interviews at scale. An AI moderator conducts natural voice and video conversations with participants, asking adaptive follow-up questions and using laddering methodology to probe several levels deeper into the reasoning behind each response. Studies cover in-depth interviews, concept testing, and interactive prototype walkthroughs, and participants can complete sessions on any device, around the clock, in over 50 languages. Researchers can use their own customers or recruit from a vetted respondent panel. After each study, the platform produces full transcripts, audio and video recordings, AI-generated theme summaries, sentiment analysis, competitive mentions, verbatim quotes, and presentation-ready recommendations, all searchable through a Customer Intelligence Hub. Interview quality is automatically scored against the brief on length, depth, and coverage. It integrates with Stripe, Zapier, OpenAI, and Claude (with HubSpot and Shopify listed as coming soon). It is aimed at product, UX, marketing, and insights teams at enterprises and research agencies.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); User Intuition is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | User Intuition |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI moderator conducts natural voice and video interviews with adaptive follow-up questions |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Full transcripts plus audio and video recordings for every interview |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI-generated theme summaries, sentiment analysis, and verbatim quotes |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Searchable Customer Intelligence Hub across studies |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Automatic interview quality scoring on length, depth, and coverage |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Multilingual support (50+ languages) with on-device, 24/7 completion |
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.
User Intuition
Choose User Intuition if you need running in-depth customer interviews at scale to uncover decision drivers — strengths include automates qualitative interviews at scale with fast turnaround.
CogniCor
User Intuition
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while User Intuition is strong for running in-depth customer interviews at scale to uncover decision drivers. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and User Intuition is a free tier with paid upgrades. 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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