CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. WAVV: CRM-embedded multi-line dialer with call recording and live listen-in coaching, focused on real estate and insurance sales. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and WAVV when sales managers coaching reps by listening in on live calls 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.
CRM-embedded multi-line dialer with call recording and live listen-in coaching, focused on real estate and insurance sales.
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
WAVV is a CRM-embedded multi-line dialer designed to help sales teams reach more prospects and connect more often without leaving their existing workflow. The dialer places multiple calls at once and connects a rep only when a person answers, reducing time wasted on rings and voicemails. WAVV is built to embed directly inside CRM platforms such as HighLevel, with additional integrations referenced for tools like REDX, MoxiWorks, and LionDesk, positioning itself as a single embedded solution that removes the need for separate third-party dialing tools. The platform includes call recording for training and quality assurance, and supports live call monitoring so supervisors can listen in, provide feedback, and guide reps during conversations. Other features include voicemail drop to leave pre-recorded messages, local-presence dialing to display region-appropriate caller IDs, spam protection through carrier registration and monitoring, and analytics and reporting on call outcomes, response rates, and agent performance. WAVV is primarily aimed at high-volume prospecting verticals such as real estate, insurance, lead generation, and recruiting, and is a live, operating product. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); WAVV is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | WAVV |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Multi-line dialer that connects reps to live answers |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | CRM-embedded operation (HighLevel and other CRMs) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Call recording for training and quality assurance |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Live call monitoring and supervisor listen-in coaching |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Voicemail drop for pre-recorded messages |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Local-presence dialing |
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.
WAVV
Choose WAVV if you need real estate and insurance agents prospecting at high call volume — strengths include embeds directly into crms so reps work without switching tools.
CogniCor
WAVV
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while WAVV is strong for real estate and insurance agents prospecting at high call volume. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and WAVV 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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