CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. VoiceOps: VoiceOps is an AI conversation intelligence platform that transcribes and analyzes customer calls into structured insights for sales coaching, quality assurance, and compliance. 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 VoiceOps when automating quality assurance scoring across customer support and sales calls 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.
VoiceOps is an AI conversation intelligence platform that transcribes and analyzes customer calls into structured insights for sales coaching, quality assurance, and compliance.
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
VoiceOps is an AI conversation intelligence platform that ingests and transcribes customer interactions across channels, including phone calls, email, SMS, and chat, then turns them into structured, searchable data. It automatically transcribes conversations in over 120 languages and uses AI to detect intent, objections, promises, sentiment, and outcomes while handling interruptions, accents, and side comments. Built for high-velocity sales, customer experience, and operations teams, it is used to coach reps, automate quality assurance scoring, and monitor regulatory compliance. The platform can ingest large volumes of past interactions and apply custom behaviors and instant transcript search so teams can track process adherence across calls. Its Sales Coach capability surfaces pivotal moments from rapport-building to closing and delivers personalized coaching tied to a team's playbook. Results plug into CRM and BI systems, with named integrations including Salesforce, HubSpot, Five9, Genesys, NICE, RingCentral, Snowflake, Power BI, Segment, Slack, and Teams, plus real-time alerts via Slack and webhooks. Founded in 2016 and based in San Francisco.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); VoiceOps is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | VoiceOps |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic transcription of calls in 120+ languages with context handling for accents, interruptions, and side comments |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Conversation analysis detecting intent, objections, promises, sentiment, and outcomes |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automated QA scoring across calls plus compliance monitoring and regulatory review |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Sales Coach that surfaces key call moments and delivers personalized, playbook-based coaching |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Custom behavior tracking with instant transcript search and process-adherence reporting |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integrations with CRM, contact center, and BI tools (Salesforce, HubSpot, Five9, Genesys, NICE, Snowflake, Power BI) and real-time Slack/webhook alerts |
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.
VoiceOps
Choose VoiceOps if you need coaching sales reps using analysis of their recorded customer calls — strengths include multi-channel capture across calls, email, sms, and chat rather than meetings only.
CogniCor
VoiceOps
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while VoiceOps is strong for coaching sales reps using analysis of their recorded customer calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and VoiceOps is custom pricing. 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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