CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Zenarate: Zenarate's Performance Analyzer is an AI tool that transcribes, redacts, and scores live contact-center agent calls for quality assurance and coaching. 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 Zenarate when monitoring customer sentiment and emerging call topics to surface compliance and experience issues 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.
Zenarate's Performance Analyzer is an AI tool that transcribes, redacts, and scores live contact-center agent calls for quality assurance and coaching.
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
Zenarate is an AI simulation-training and conversation-analytics platform for contact centers, and its Performance Analyzer (formerly Call Analyzer) is the module that turns live customer calls into structured quality and coaching data. The AI engine automatically transcribes each interaction, redacts sensitive information, and scores calls against a client's defined call model and skill expectations, processing up to 100% of calls rather than a small sampled subset. Analysis runs nightly so leaders have results the next day, with automated scorecards, sentiment analysis, topic and trend reporting, and next-action coaching recommendations. Managers can drill into specific conversation moments, listen to the audio, and add commentary directly from the scorecard. Because it sits inside Zenarate's AI Coach platform, identified gaps can be turned into personalized roleplay simulations and coaching plans. It is built for QA managers, training leaders, and contact-center operations across industries such as financial services, healthcare, insurance, telecom, retail, and travel, and supports multiple languages and global deployments.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Zenarate is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Zenarate |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription of live agent calls with automatic redaction of sensitive information |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automated scoring of up to 100% of calls against a client's defined call model and skill parameters |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Quality-assurance scorecards with the ability to listen to audio and add manager commentary |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Sentiment analysis plus topic-frequency and trend reporting across interactions |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Next-action coaching recommendations that convert QA findings into roleplay simulations |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Nightly batch processing so insights are ready the following day |
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.
Zenarate
Choose Zenarate if you need automating contact-center qa by transcribing and scoring every agent call instead of manual sampling — strengths include analyzes up to 100% of calls instead of a small manual qa sample, with automatic transcription and redaction.
CogniCor
Zenarate
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Zenarate is strong for automating contact-center qa by transcribing and scoring every agent call instead of manual sampling. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Zenarate is custom pricing. 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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