CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Efficlose: An AI meeting platform offering a bot-free Chrome extension plus desktop and web apps that transcribe, summarize, and extract action items from calls. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Efficlose when auto-joining and transcribing scheduled zoom, teams, or meet 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.
An AI meeting platform offering a bot-free Chrome extension plus desktop and web apps that transcribe, summarize, and extract action items from calls.
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
Efficlose is an AI meeting platform that captures, transcribes, and summarizes conversations through a combination of a Chrome extension, a desktop app, and a web platform. Its Chrome extension is positioned as a way to record meetings without a bot joining the call, capturing audio locally in the browser so no extra participant is announced or shown in the meeting; users can choose to capture a single tab, a specific window, or the full screen, and start or stop recording manually rather than relying on calendar triggers. For users who prefer automated joining, the desktop app and platform can connect to a calendar and send a bot to scheduled meetings on Zoom, Microsoft Teams, and Google Meet. Recordings are transcribed automatically with speaker identification, and the platform generates summaries with key decisions, next steps, and assigned action items. It also offers meeting search across past recordings and an AI assistant for querying conversations, plus integrations with business tools such as Salesforce, HubSpot, Slack, and Notion. Efficlose is aimed at teams across sales, customer success, recruiting, engineering, and project management who want flexible recording options and structured meeting outputs synced into their existing tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Efficlose is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Efficlose |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Bot-free Chrome extension that records meetings locally in the browser |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Optional bot-based auto-join via desktop app for Zoom, Teams, and Meet |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic transcription with speaker identification |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI summaries with key decisions, next steps, and assigned action items |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Meeting search and an AI assistant to query past conversations |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integrations with Salesforce, HubSpot, Slack, and Notion |
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.
Efficlose
Choose Efficlose if you need recording calls without a visible bot via the chrome extension — strengths include offers both bot-free browser recording and bot-based auto-join in one product.
CogniCor
Efficlose
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Efficlose is strong for recording calls without a visible bot via the chrome extension. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Efficlose 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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