CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Voiso: Voiso is a cloud contact-center platform with AI speech analytics that transcribes calls into searchable text, scores conversations, and generates automatic call summaries. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Voiso when sales and support managers scoring agent performance and coaching from call summaries 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.
Voiso is a cloud contact-center platform with AI speech analytics that transcribes calls into searchable text, scores conversations, and generates automatic call summaries.
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
Voiso is a cloud-based contact-center platform built for sales and customer-service teams, combining voice, SMS, and messaging channels with AI-driven analytics in a single workspace. Its speech analytics suite processes recorded call audio through speech-to-text and natural-language pipelines, transcribing calls into searchable text across more than ten languages, including English, Spanish, French, and Arabic. Transcripts can be navigated, searched, and flagged against predefined or custom keyword lists to support quality assurance, compliance, and agent training. Beyond raw transcription, the platform applies AI to score conversations on a 1-to-5 scale, detect sentiment and emotional cues, and automatically generate concise call summaries that capture key topics and outcomes without reviewing full recordings. It is aimed at call centers, BPOs, and outbound and inbound teams in industries such as fintech, travel, retail, and e-commerce. Other platform capabilities include a predictive dialer, IVR and routing flow builder, CRM integrations, call recording, and real-time performance dashboards. Speech analytics features are available on its Pro plan and higher.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Voiso is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Voiso |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI call transcription converting audio into searchable text in 10+ languages |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI conversation scoring rating calls on a 1-to-5 scale across languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Sentiment and emotion analysis detecting tone and customer satisfaction cues |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic call summaries highlighting key topics and outcomes |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Keyword highlighting with custom lists for compliance and QA flagging |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Call recording with real-time dashboards and performance reporting |
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.
Voiso
Choose Voiso if you need quality assurance and compliance teams reviewing transcribed, keyword-flagged calls — strengths include transcription and analytics are integrated directly into the contact-center workflow, including recording, dialing, and routing.
CogniCor
Voiso
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Voiso is strong for quality assurance and compliance teams reviewing transcribed, keyword-flagged calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Voiso 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.
More head-to-head comparisons involving CogniCor and Voiso.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cresta: Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Daglo: Korean all-in-one AI notetaker by Action Power that records, transcribes, and summarizes meetings and lectures, with strong Korean recognition and post-recording tools. Below, they line up on price, capture method, and how each fits a real meeting stack.