CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Fathom: AI meeting assistant with a generous free tier — unlimited recording and transcription plus instant AI summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Fathom when sales teams using summary templates 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.
AI meeting assistant with a generous free tier — unlimited recording and transcription plus instant AI summaries.
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
Fathom (fathom.ai) records, transcribes, and summarizes meetings across Zoom, Google Meet, and Microsoft Teams. Its free plan is unusually generous: unlimited recording and transcription with instant AI summaries. Paid plans add 15+ summary templates (BANT, Sandler, etc.), AI action items, CRM sync (HubSpot, Salesforce), and a bot-free capture option (beta on Mac).
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Fathom is from $16/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Fathom |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Unlimited free recording |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summary templates |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Bot-free option (Mac beta) |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | CRM sync |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Unlimited free recording |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI summary templates |
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.
Fathom
Choose Fathom if you need solo users and small teams wanting the most generous free recording — strengths include unlimited recording and transcription on the free plan.
CogniCor
Fathom
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Fathom is strong for solo users and small teams wanting the most generous free recording. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Fathom is from $16/mo. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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