BoardBreeze: AI software that converts board meeting recordings into compliant, formatted minutes capturing motions, votes, and action items. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist BoardBreeze when producing compliant minutes for city council, school board, or hoa meetings matters most, and CogniCor when turning client meeting notes into crm tasks and follow-up communications matters most. Try them side by side on real calls before deciding — needs vary by team.
AI software that converts board meeting recordings into compliant, formatted minutes capturing motions, votes, and action items.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
BoardBreeze is AI-powered meeting minutes software built specifically for formal board and public-body meetings rather than general team calls. Its core promise is to turn a meeting recording into compliant, approval-ready minutes: users upload an audio recording, or capture audio live in the browser, and the system transcribes it and structures the output into concise governance minutes instead of a long verbatim transcript. The AI identifies and documents motions along with mover and seconder details, records roll-call votes with individual member positions, and extracts action items with assignees, formatting everything into a short governance document suitable for official approval. BoardBreeze is designed around governance compliance norms such as open-meeting laws and Robert's Rules of Order, and it serves boards across municipalities, city and school councils, higher education, government bodies, and HOAs. It handles long meetings and emphasizes that it requires no new hardware, no meeting-platform integration, and no IT project, working with existing recordings. For privacy, the platform deletes the audio after processing. By focusing narrowly on structured, defensible minute generation, BoardBreeze positions itself as a specialized documentation tool distinct from general transcription services that produce lengthy narrative transcripts. 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
BoardBreeze 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 | BoardBreeze | CogniCor |
|---|---|---|
| Core capability | Converts uploaded or browser-captured recordings into formatted minutes | Meeting note capture and organization within the CRM |
| Standout feature | Automatic capture of motions with mover and seconder details | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Roll-call vote documentation with individual member positions | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Action-item extraction with assignees | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Output structured to governance standards (e.g., Robert's Rules, open-meeting laws) | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Support for long-duration meetings | Integrations with planning and operations tools such as eMoney and Orion |
BoardBreeze
Choose BoardBreeze if you need producing compliant minutes for city council, school board, or hoa meetings — strengths include specialized for compliant board minutes rather than verbatim transcripts.
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.
BoardBreeze
CogniCor
It depends on your workflow. BoardBreeze is strong for producing compliant minutes for city council, school board, or hoa meetings, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
BoardBreeze 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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