CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Zell: Berlin-based sales performance intelligence platform that analyzes real sales calls, surfaces skill gaps, and delivers AI coaching and roleplays, using GDPR-compliant on-device transcription. 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 Zell when automating sales-manager coaching with personalized plans and ai roleplays matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Berlin-based sales performance intelligence platform that analyzes real sales calls, surfaces skill gaps, and delivers AI coaching and roleplays, using GDPR-compliant on-device transcription.
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
Zell is a Berlin-based AI platform that captures and analyzes real sales calls to give sales teams performance visibility and automated coaching. It works across video calls, phone calls, and in-person meetings, automatically evaluating call behaviors such as talk patterns, objection handling, and discovery depth, and producing scorecards and instant AI call summaries once conversations end. A skill-gaps dashboard helps managers see who is improving and where coaching is needed, while an AI coaching component (named Dave) generates personalized feedback, coaching plans, and roleplay simulations based on each rep's actual performance, then tracks improvement over time. Zell positions itself as a layer that turns conversation insights into action and automates much of the sales manager's manual coaching workload. As a European company founded in 2024, Zell emphasizes GDPR-compliant, on-device transcription that does not require a meeting bot or store customer data. The company has validated its model with clients across the US, Germany, Italy, and Spain and is backed by European pre-seed investors. It is a newer, privacy-focused alternative to large US conversation intelligence platforms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Zell is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Zell |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Captures and analyzes video, phone, and in-person sales calls |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | GDPR-compliant on-device transcription without a meeting bot or stored customer data |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automated scorecards on talk patterns, objection handling, and discovery depth |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Instant AI call summaries after each conversation |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Skill-gap dashboard for managers across reps |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI coaching, personalized coaching plans, and roleplay simulations |
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.
Zell
Choose Zell if you need analyzing real sales calls to score rep behaviors and identify skill gaps — strengths include privacy-first design with on-device transcription suited to gdpr-conscious eu teams.
CogniCor
Zell
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Zell is strong for analyzing real sales calls to score rep behaviors and identify skill gaps. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Zell 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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