CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Feishu Minutes: ByteDance's Feishu/Lark feature that transcribes audio and video into searchable minutes with AI summaries and to-dos. 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 Feishu Minutes when transcribing interviews, training sessions, and lectures into structured notes matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
ByteDance's Feishu/Lark feature that transcribes audio and video into searchable minutes with AI summaries and to-dos.
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
Feishu Minutes (飞书妙记, known as Lark Minutes outside mainland China) is the AI meeting-minutes capability built into Feishu, the collaboration platform developed by ByteDance. It turns audio and video content from meetings, training sessions, interviews, and classes into searchable, structured text notes. The product automatically transcribes video conferences into a verbatim transcript, uses voiceprint recognition to attribute speech to individual speakers, and can transcribe both live meetings and uploaded external audio or video files. Its intelligent minutes feature produces three components: a meeting summary, a to-do list, and chapter-based notes, and it can automatically detect and handle Chinese, English, and Japanese within a meeting. Real-time captions and live AI summaries are available during recording. Because it is embedded in the Feishu ecosystem, transcripts and minutes integrate with the platform's calendar, tasks, and documents for smoother collaboration, and notes can be searched, translated, and shared across devices. Feishu and its international counterpart Lark operate independently with separate data storage. As a feature of a widely used enterprise platform from a major technology company, it is actively maintained and available to Feishu users. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Feishu Minutes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Feishu Minutes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic transcription of video conferences into searchable transcripts |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Voiceprint-based speaker identification |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Transcription of both live meetings and uploaded audio/video files |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Intelligent minutes with summary, to-do list, and chapter notes |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Automatic handling of Chinese, English, and Japanese in a meeting |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Real-time captions and live AI summaries during recording |
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.
Feishu Minutes
Choose Feishu Minutes if you need feishu/lark users generating searchable minutes from video meetings — strengths include deeply integrated into the feishu/lark collaboration ecosystem.
CogniCor
Feishu Minutes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Feishu Minutes is strong for feishu/lark users generating searchable minutes from video meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Feishu Minutes is a free tier with paid upgrades. 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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