G2

Brian S.

Managing Director, Wealth Management

Mid-Market (51-1000 emp.)

8/12/2026

"Exceptional Support and Customizable AI Integrations That Fit Our Salesforce CRM"

4.5/5

What do you like best about Cognicor?

I appreciate the support of the team more than anything. Cognicor allows for customization, which is very important for a larger firm with a more customized CRM platform. They are also willing to go above and beyond to build out integrations with other providers to maximize the benefits of AI across all our third party technologies. I also value the headless interface built within Salesforce, which helps with adoption. Review collected by and hosted on G2.com.

What do you dislike about Cognicor?

What I love about Cognicor is also what can be frustrating at times since we're forced to work through its customization to maximize its ability. I think some of the reports that are client facing could be cobranded and cleaner. I would prefer more information premeeting instead of having to go to ClientIQ. Being able to customize those as a user would be nice. Review collected by and hosted on G2.com.

What problems is Cognicor solving and how is that benefiting you?

It has cut pre and post meeting work by 75% and increased the quality and accuracy of my CRM information immensely. It is allowing me to draft email responses and checkins very quickly with personalized information. It calls out potential opportunities or issues within portfolios even our portfolio management software doesn't do. Review collected by and hosted on G2.com.