CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Daglo: Korean all-in-one AI notetaker by Action Power that records, transcribes, and summarizes meetings and lectures, with strong Korean recognition and post-recording tools. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Daglo when students and researchers transcribing and reviewing lectures matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Korean all-in-one AI notetaker by Action Power that records, transcribes, and summarizes meetings and lectures, with strong Korean recognition and post-recording tools.
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
Daglo is a Korean AI notetaking and transcription platform operated by Action Power. It records or ingests audio files and converts them into text with summaries, positioned as an all-in-one tool for both meetings and lectures. Daglo is known for strong Korean speech recognition, particularly in maintaining sentence flow in complex or technical discussions where specialized terms and proper nouns appear frequently, making it popular in academic and business settings. Beyond basic transcription, Daglo emphasizes what it calls post-recording utilization: an AI chat that can analyze recordings and answer questions, template-based summaries tailored to different meeting types, keyword extraction for quick understanding and file organization, automatic quiz generation, slide-deck generation, and document translation. It supports transcription across roughly 14 to 16 languages including Korean and English, allowing it to handle international lectures and multilingual content. Daglo is frequently compared with other Korean services such as Clova Note in head-to-head reviews of Korean AI meeting tools, where it is highlighted for terminology recognition and varied summary templates. The service is actively operating and is described as a representative personal-productivity AI meeting minutes product in Korea, suited to individuals and teams who want to turn recordings into structured, reusable knowledge. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Daglo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Daglo |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Recording and file-upload transcription with AI summaries |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Strong Korean speech recognition for technical and academic content |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI chat to query and analyze recordings |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Template-based summaries for different meeting types |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Keyword extraction, quiz generation, and slide-deck generation |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Support for roughly 14-16 languages plus document translation |
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.
Daglo
Choose Daglo if you need korean teams turning meeting recordings into structured summaries and action items — strengths include excellent korean recognition including specialized terminology.
CogniCor
Daglo
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Daglo is strong for korean teams turning meeting recordings into structured summaries and action items. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Daglo 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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