Brainote: Brainote is an AI note-taking and study app that transcribes audio, video, and speech into text and turns it into summaries, notes, and study materials. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Brainote when recording and transcribing meetings or lectures into shareable notes and minutes matters most, and CogniCor when turning client meeting notes into crm tasks and follow-up communications matters most. Run both through a week of actual calls to see which suits your workflow.
Brainote is an AI note-taking and study app that transcribes audio, video, and speech into text and turns it into summaries, notes, and study materials.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Brainote is an AI-powered note-taking and study application available on the web, iOS, and Android. It captures content from multiple sources, including recorded voice memos and audio, uploaded PDFs, YouTube links, web pages, and handwritten notes via image OCR. Its core engine transcribes audio, video, and speech to text and then generates concise summaries and structured notes. For meeting and lecture scenarios, Brainote can transcribe recordings, convert meeting minutes into text, and produce organized AI meeting notes alongside study guides. Beyond transcription, it offers an AI chat assistant to clarify and refine notes, plus learning-focused tools such as automatically generated flashcards, quizzes, and spaced-repetition review. Transcripts and summaries can be exported for sharing. The product is marketed primarily toward students and learners preparing for exams, but its transcription and summarization capabilities also serve professionals capturing meetings and lectures. The free tier provides limited generation, while a Pro subscription unlocks unlimited use. No third-party meeting-platform integrations are advertised on its site.
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
Brainote 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 | Brainote | CogniCor |
|---|---|---|
| Core capability | AI transcription of audio, video, and speech to text | Meeting note capture and organization within the CRM |
| Standout feature | Voice memo and audio recording capture | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Automatic summaries, notes, and study guides from recordings | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Multi-source input: PDFs, YouTube links, web pages, and handwritten-note OCR | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | AI chat assistant to refine and clarify notes | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Flashcard and quiz generation with spaced-repetition review | Integrations with planning and operations tools such as eMoney and Orion |
Brainote
Choose Brainote if you need recording and transcribing meetings or lectures into shareable notes and minutes — strengths include available across web, ios, and android with a permanently free tier.
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.
Brainote
CogniCor
It depends on your workflow. Brainote is strong for recording and transcribing meetings or lectures into shareable notes and minutes, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
Brainote 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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