CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Equal Time: Meeting notes with speaking-time and inclusion analytics 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 Equal Time when tracking speaking balance matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Meeting notes with speaking-time and inclusion analytics
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
Equal Time is an AI meeting assistant that combines standard transcription and notes with a distinctive focus on participation and inclusion analytics. It records and transcribes meetings, generates summaries and action items, and additionally tracks talk-time and speaking balance so teams can see how participation is distributed across a call. This inclusion-oriented angle makes it useful for managers and facilitators who want more equitable meetings, in addition to the usual benefits of automatic notes. Equal Time works across common video platforms, makes notes searchable, and can share recaps with attendees. It also offers prompts and metrics intended to encourage balanced participation during meetings. Equal Time is typically adopted by teams and organizations that care about meeting culture and inclusion alongside documentation, and it differentiates itself from general notetakers by reporting on how people participate, not just what was said, which appeals to leaders trying to improve how their meetings run. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Equal Time is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Equal Time |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Recording and transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries and action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Talk-time and participation analytics |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Inclusion prompts and metrics |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Searchable notes |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Recording and transcription |
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.
Equal Time
Choose Equal Time if you need improving meeting inclusion — strengths include unique focus on participation and inclusion.
CogniCor
Equal Time
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Equal Time is strong for improving meeting inclusion. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Equal Time 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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