CaptureMyMeeting: AI meeting assistant that imports Zoom and Webex cloud recordings to generate notes, action items, and insights. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CaptureMyMeeting when teams that record webex or zoom meetings and want automatic notes and action items afterward 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.
AI meeting assistant that imports Zoom and Webex cloud recordings to generate notes, action items, and insights.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
CaptureMyMeeting is an AI-driven meeting productivity web application that turns recorded meetings into structured notes, action items, and insights. Rather than sending a bot into the live call, it connects to your existing video conferencing accounts and works from cloud recordings: once you integrate Zoom or Webex through the CaptureMyMeeting dashboard and enable transcription or the Webex Assistant for your organization, any new meeting recorded to the cloud is automatically imported and processed when it becomes available. Users can also upload recordings manually. The platform uses GPT-based processing to produce meeting summaries, action items, and sentiment analytics that track emotional tone over the course of a conversation. It provides full transcripts, meeting highlights, transcript downloads, and full-text search across both spoken and written meeting content. Detected action items can be pushed to task managers such as Todoist and BasicOps, and processed notes can be auto-shared with participants. It is aimed at teams and organizations that already run meetings on Webex or Zoom and want post-meeting documentation and decision tracking without manual note-taking. A paid Webex or Zoom account is required. 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
CaptureMyMeeting 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 | CaptureMyMeeting | CogniCor |
|---|---|---|
| Core capability | Automatic import and processing of Zoom and Webex cloud recordings | Meeting note capture and organization within the CRM |
| Standout feature | GPT-generated meeting summaries and action items | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Sentiment analysis with time-based emotional tracking | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Full transcripts with full-text search across spoken and written content | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Action-item push to task managers such as Todoist and BasicOps | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Auto-sharing of processed notes with meeting participants | Integrations with planning and operations tools such as eMoney and Orion |
CaptureMyMeeting
Choose CaptureMyMeeting if you need teams that record webex or zoom meetings and want automatic notes and action items afterward — strengths include works from existing cloud recordings, so no extra bot joins the live meeting.
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.
CaptureMyMeeting
CogniCor
It depends on your workflow. CaptureMyMeeting is strong for teams that record webex or zoom meetings and want automatic notes and action items afterward, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
CaptureMyMeeting 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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