CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Userology: Vision-aware AI UX research agent that moderates usability and concept-testing interviews and reports task metrics and 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 Userology when scaling generative ux interviews without researcher bottlenecks 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.
Vision-aware AI UX research agent that moderates usability and concept-testing interviews and reports task metrics and 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
Userology is an AI UX research platform built around a vision-aware AI moderator that conducts user research interviews and usability tests at scale. Unlike text-only interview bots, its moderator can watch participants complete tasks on screen, layering in interaction analysis to evaluate how users actually navigate a product, and it asks context-aware follow-up questions, detects silence, and handles technical glitches during a session. The platform supports several research methods, including generative voice interviews, prototype testing with Figma links, live product research on existing Android, iOS, and web experiences, and diary studies, with additional evaluative methods noted as in development. It supports moderation in 40-plus languages and offers built-in participant recruitment from a large panel, plus an integration with User Interviews for additional targeting, screening, and recruitment. After sessions, Userology automatically generates reports that combine transcripts, qualitative and quantitative patterns, and key metrics, and it lets teams chat with their research data to dig into findings. The product positions itself as a way for product and design teams to compress research timelines from weeks to days while reducing the manual hours typically required for moderating and analyzing studies. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Userology is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Userology |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Vision-aware AI moderator that observes on-screen task completion |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Context-aware follow-ups with silence detection and glitch handling |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multiple methods: voice interviews, prototype testing, live product research, diary studies |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automated reports with transcripts, insights, and task-based metrics |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Chat-with-your-research data exploration |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Built-in panel recruitment plus User Interviews integration, 40+ languages |
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.
Userology
Choose Userology if you need ai-moderated usability and prototype testing of apps and web products — strengths include vision awareness supports usability and prototype testing, not just verbal interviews.
CogniCor
Userology
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Userology is strong for ai-moderated usability and prototype testing of apps and web products. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Userology 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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