CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Edisyn: Real-time AI meeting assistant from a Turkish-founded team that listens to calls and provides live notes, summaries, and suggested questions and answers. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Edisyn when producing summaries with key decisions immediately after meetings 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.
Real-time AI meeting assistant from a Turkish-founded team that listens to calls and provides live notes, summaries, and suggested questions and answers.
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
Edisyn is a real-time AI meeting assistant created by a team of Turkish founders, designed to listen to a conversation as it happens and quietly support the participant. During a meeting, Edisyn produces a live transcript, detects questions, and offers suggested answers and follow-up questions intended to keep discussions on track and ensure each meeting ends with a clear next step. After the call, it generates summaries that highlight key points, decisions, and friction points so participants can review outcomes and act on them. The assistant is built to work with online meeting tools and aims to reduce the chance that follow-ups slip or important questions are missed in the moment. It markets itself around clarity and momentum in conversations rather than passive note-taking alone. The product offers a website with pricing, FAQ, and support resources, and it is presented as an active, downloadable service. Its origin reflects a Turkish engineering team building for both local Turkish and international meeting use. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Edisyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Edisyn |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time listening with live transcript during meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic question detection in conversations |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Suggested answers and follow-up questions in the moment |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Post-meeting summaries highlighting key points and decisions |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Catch-up summaries to recap missed discussion |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Designed for use with online meeting platforms |
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.
Edisyn
Choose Edisyn if you need getting live prompts and answers during sales or client calls — strengths include real-time assistance during the call rather than only after it.
CogniCor
Edisyn
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Edisyn is strong for getting live prompts and answers during sales or client calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Edisyn is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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