CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Fast Rekap: iOS meeting recorder that transcribes conversations and turns them into structured summaries, presentation slides, and mind maps with chat-with-transcript Q&A. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Fast Rekap when capturing lectures or classes and generating mind maps for study matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
iOS meeting recorder that transcribes conversations and turns them into structured summaries, presentation slides, and mind maps with chat-with-transcript Q&A.
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
Fast Rekap (also branded FastRekap AI) is an iOS application that records meetings, lectures, and voice memos, transcribes them into text, and instantly generates structured outputs. Beyond a standard transcript, the app produces concise AI summaries that highlight key decisions and action items, and it can automatically convert the captured content into presentation slide decks and visual mind maps, which sets it apart from notetakers that produce only text notes. A smart Q&A feature lets users chat with a transcript and receive context-aware answers based on the meeting content. Notes are saved, searchable, and shareable, with PDF export and automatic email delivery of summaries and full transcripts after each recording. The app supports a wide range of languages (the listing cites support across many languages including Spanish, French, German, Chinese, Japanese, Korean, Arabic, Russian, and Vietnamese). Fast Rekap was first released in September 2025 and is actively updated, available on the Apple App Store for iPhone. It targets professionals, students, and anyone who needs to turn spoken sessions into organized, presentable documentation quickly. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Fast Rekap is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Fast Rekap |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | One-tap recording and accurate speech-to-text transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries highlighting decisions and action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic generation of presentation slide decks |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Mind-map generation from transcripts |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Chat-with-transcript Q&A |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | PDF export and automatic email delivery of summaries and transcripts |
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.
Fast Rekap
Choose Fast Rekap if you need recording meetings and turning them into shareable slide decks — strengths include goes beyond notes to produce slides and mind maps.
CogniCor
Fast Rekap
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Fast Rekap is strong for recording meetings and turning them into shareable slide decks. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Fast Rekap is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
More head-to-head comparisons involving CogniCor and Fast Rekap.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cresta: Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
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.