Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. 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 Bliro when field and in-person sales meetings that need automatic notes and crm updates matters most, and CogniCor when turning client meeting notes into crm tasks and follow-up communications matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Bliro is an AI meeting assistant that creates structured notes from both online and in-person conversations without sending a bot into the call. It runs as a desktop application that recognizes when a meeting is happening and taps the device's audio source directly to transcribe in real time, so it is not visible to other participants. A distinguishing feature is that Bliro does not store audio or video recordings at all; it transcribes and summarizes on the fly and discards the underlying media, which the company positions as a privacy safeguard for everyone in the meeting. Because it works from device audio, it supports effectively any meeting platform and softphone, plus face-to-face meetings captured via laptop, iPhone, or iPad. Bliro generates customizable AI summaries, drafts follow-ups, and can automatically sync notes to CRMs such as Salesforce, HubSpot, and Microsoft Dynamics, as well as tools like Slack and Confluence. Data processing is hosted on European servers with a GDPR focus. It is aimed primarily at sales teams and other professionals who need reliable, compliant notes across online and in-person settings. 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
Bliro 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 | Bliro | CogniCor |
|---|---|---|
| Core capability | Bot-free transcription from device audio for online and in-person meetings | Meeting note capture and organization within the CRM |
| Standout feature | Does not store audio or video recordings | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Works across meeting tools, softphones, and face-to-face conversations | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Customizable AI summaries and automated follow-up drafts | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | CRM sync to Salesforce, HubSpot, and Microsoft Dynamics | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | EU-based data processing with a GDPR focus | Integrations with planning and operations tools such as eMoney and Orion |
Bliro
Choose Bliro if you need field and in-person sales meetings that need automatic notes and crm updates — strengths include captures in-person meetings, not just video calls.
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.
Bliro
CogniCor
It depends on your workflow. Bliro is strong for field and in-person sales meetings that need automatic notes and crm updates, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
Bliro 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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