CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Vanie: Vanie is an India-first AI conversation intelligence and QA platform that transcribes and analyzes 100% of contact center calls, chats, and emails in real time. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Vanie when transcribing and analyzing hinglish and regional-language customer conversations for indian enterprises matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Vanie is an India-first AI conversation intelligence and QA platform that transcribes and analyzes 100% of contact center calls, chats, and emails in real time.
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
Vanie is an agentic AI conversation intelligence and quality assurance platform built for contact centers, with a particular focus on the Indian and broader APAC market. It automatically converts 100% of customer interactions across calls, chats, and emails into text, then analyzes them for sentiment, intent, objections, compliance risks, script adherence, and missed upsell or cross-sell opportunities. The platform produces call summaries, automates QA audits across every interaction rather than a sampled subset, and delivers real-time agent assistance with prompts and alerts during live calls, plus post-call coaching and performance dashboards. Its distinguishing feature is the proprietary Vanie LLM, a model the company describes as built on LLaMA and customized for contact center conversations, designed to handle Hinglish, code-mixed speech, and regional Indian dialects such as Hindi, Tamil, Telugu, Kannada, and Marathi. Vanie targets business leaders, QA teams, supervisors, and agents in high-volume, regulated sectors including BFSI, FinTech, HealthTech, and BPOs, where automated, language-aware monitoring and compliance matter.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Vanie is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Vanie |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time transcription that converts 100% of calls, chats, and emails into text |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automated quality assurance auditing every interaction instead of a manual sample |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Conversation intelligence with sentiment, intent, objection, and keyword/topic analysis |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Proprietary Vanie LLM supporting Hinglish, code-mixed speech, and regional Indian dialects |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Real-time agent assistance with live prompts, alerts, and contextual guidance |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Compliance and script-adherence monitoring with performance dashboards and coaching |
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.
Vanie
Choose Vanie if you need automating quality assurance and compliance audits across every contact center call — strengths include strong support for hinglish, code-mixed, and indian regional languages where english-optimized tools struggle.
CogniCor
Vanie
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Vanie is strong for automating quality assurance and compliance audits across every contact center call. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Vanie 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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