Acta.ai: India-built AI meeting assistant that joins calls, transcribes, and produces role-specific summaries, decisions, and action items. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Acta.ai when sales discovery calls that need deal briefs and follow-up tasks matters most, and CogniCor when turning client meeting notes into crm tasks and follow-up communications matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
India-built AI meeting assistant that joins calls, transcribes, and produces role-specific summaries, decisions, and action items.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Acta.ai is an AI meeting assistant developed by Agilean Solutions Private Limited, an India-based company. It connects to a user's Google or Microsoft account and calendar, and its agent automatically joins scheduled meetings on Google Meet, Microsoft Teams, and Zoom. After a meeting, Acta.ai records and transcribes the conversation and then analyzes it to generate a concise summary, a list of decisions, and actionable tasks. A distinguishing element is its persona-based approach: the platform offers domain-specific agents oriented toward business functions such as Sales, Engineering, Recruiting, Project Management, Finance, Customer Support, and HR, with the ability to convert discussions into role-appropriate outputs like product requirement notes, ticket-style items, deal briefs, or assessment reports. It also includes an 'Ask Acta' assistant for querying meeting content and provides a Chrome extension. Acta.ai is positioned for cross-functional teams that want meetings translated into structured follow-up work rather than only a raw transcript, and it markets itself around moving from 'what was said' to 'what needs to be done.' The product is actively operating, offering a free trial alongside paid tiers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
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
Acta.ai is a free tier with paid upgrades (freemium); CogniCor is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Acta.ai | CogniCor |
|---|---|---|
| Core capability | Automatic meeting join, recording, and transcription across Google Meet, Microsoft Teams, and Zoom | Meeting note capture and organization within the CRM |
| Standout feature | AI-generated summaries with key topics and takeaways | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Action item generation and tracking | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Persona-based agents for functions like Sales, Engineering, Finance, and HR | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | 'Ask Acta' assistant for querying meeting insights | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Chrome extension and calendar integration | Integrations with planning and operations tools such as eMoney and Orion |
Acta.ai
Choose Acta.ai if you need sales discovery calls that need deal briefs and follow-up tasks — strengths include built and operated from india with a focus on turning meetings into structured follow-up work.
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.
Acta.ai
CogniCor
It depends on your workflow. Acta.ai is strong for sales discovery calls that need deal briefs and follow-up tasks, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
Acta.ai is a free tier with paid upgrades and CogniCor is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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