CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Dymesty AI Glasses: Audio-first, camera-free AI smart glasses with a titanium frame that record meetings and conversations and auto-transcribe and summarize them through the Dymesty app in 100+ languages. 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 Dymesty AI Glasses when recording and transcribing lectures or training sessions for students and trainees 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.
Audio-first, camera-free AI smart glasses with a titanium frame that record meetings and conversations and auto-transcribe and summarize them through the Dymesty app in 100+ languages.
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
Dymesty AI Glasses are audio-first smart glasses (models include Cook Edge and Jobs Circle, plus Moore Vision sunglasses) built around a lightweight titanium frame with open-ear Bluetooth speakers and microphones, and deliberately no camera or display. They are aimed at professionals, students, and travelers who want hands-free capture of meetings, lectures, calls, and everyday conversations. To record, you press and hold to start a "smart recording," then the paired Dymesty app turns the captured audio into a timestamped transcript, identifies speakers, and generates a concise summary with notes and action items. The system also offers real-time translation across 100+ languages and a built-in voice assistant (activated by double-tap) that integrates with ChatGPT and Gemini, alongside phone-call handling. Dymesty markets a privacy-first, camera-free approach and long battery life (up to roughly 48 hours). Transcription, translation, and summarization run as app-side AI features behind a subscription after a free trial, while the glasses themselves are purchased hardware. Available direct and on Amazon.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Dymesty AI Glasses is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Dymesty AI Glasses |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Press-and-hold smart recording of meetings, lectures, calls, and in-person conversations |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | App-based AI transcription with timestamps and speaker identification |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic AI summaries with notes and action items |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Real-time translation across 100+ languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Built-in voice assistant (double-tap) with ChatGPT and Gemini integration |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Camera-free, display-free titanium frame with open-ear Bluetooth audio and long battery life |
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.
Dymesty AI Glasses
Choose Dymesty AI Glasses if you need capturing and summarizing back-to-back work meetings and calls hands-free — strengths include hands-free, discreet capture of real-world conversations without holding a phone or running a laptop app.
CogniCor
Dymesty AI Glasses
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Dymesty AI Glasses is strong for capturing and summarizing back-to-back work meetings and calls hands-free. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Dymesty AI Glasses 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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