Boardable: Board meeting platform for nonprofits with AI-generated minutes, an in-meeting assistant, and AI insights that turn discussion into action items. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Boardable when drafting compliant minutes for nonprofit board meetings from transcripts 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.
Board meeting platform for nonprofits with AI-generated minutes, an in-meeting assistant, and AI insights that turn discussion into action items.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Boardable is a board management platform designed primarily for nonprofit, public-sector, and mission-driven organizations to handle the full board meeting lifecycle, from agenda building and document management to voting and task tracking. Its governance features center on making board meetings more effective and the resulting records more transparent. Boardable's AI tools, which are opt-in, focus on the meeting itself: AI-Generated Minutes lets users upload a VTT transcript from an external meeting on Zoom, Google Meet, or Teams and produces a draft set of minutes, eliminating much of the manual documentation work. An In-Meeting Assistant provides on-the-spot answers and recaps to fill knowledge gaps without interrupting the discussion, while AI Insights turns raw discussion into concise, actionable outputs and next steps. The platform also offers Boardable Consultant, an AI chatbot trained on nonprofit governance and board best practices that provides guidance on strategy and compliance. Boardable states its AI tools use Claude by Anthropic with a zero-retention configuration for privacy. The product is aimed at small to mid-size boards that want structured meeting preparation, documentation, and follow-up in a single secure governance system. 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
Boardable 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 | Boardable | CogniCor |
|---|---|---|
| Core capability | AI-Generated Minutes from uploaded VTT transcripts (Zoom, Meet, Teams) | Meeting note capture and organization within the CRM |
| Standout feature | In-Meeting Assistant for real-time recaps and clarifications | Automated pre-meeting prep including agendas and form-finding |
| Team usage | AI Insights that convert discussion into action items and next steps | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Boardable Consultant AI chatbot trained on nonprofit governance best practices | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Agenda builder, document management, and task tracking | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Digital voting and approvals | Integrations with planning and operations tools such as eMoney and Orion |
Boardable
Choose Boardable if you need drafting compliant minutes for nonprofit board meetings from transcripts — strengths include tailored to nonprofit and mission-driven board governance needs.
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.
Boardable
CogniCor
It depends on your workflow. Boardable is strong for drafting compliant minutes for nonprofit board meetings from transcripts, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
Boardable 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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