CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Fieldy when recording lectures, interviews, or field discussions for later review 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.
Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically.
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
Fieldy is a wearable AI note taker built for capturing real-world, in-person conversations and meetings rather than only online calls. The device is a small clip-on or pendant-style wearable that can be worn around the neck or on the wrist, capturing audio hands-free or via a button press. Once a conversation is captured, Fieldy's companion app transcribes the speech, automatically splits longer recordings into segments, and generates concise summaries. It can extract action items and reminders from what was said, and it offers an AI chat interface so users can search and ask questions about their past conversation history. Because it does not depend on a meeting bot joining a video call, Fieldy is aimed at people whose important discussions happen face to face, such as professionals in field roles, sales and client-facing workers, students, and anyone who wants a record of hallway chats, errands, and one-on-one meetings. It pairs the convenience of an always-available recorder with AI summarization so users can stay present in a conversation instead of taking manual notes. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Fieldy is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Fieldy |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Wearable hardware device (clip, pendant, or wrist) for hands-free capture |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time transcription of in-person conversations |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic AI-generated summaries of captured audio |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Action items and reminders extracted from conversations |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI chat interface to search and query past conversations |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | USB-C charging with multi-day battery and privacy indicator light |
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.
Fieldy
Choose Fieldy if you need capturing notes from in-person client or sales meetings — strengths include designed specifically for in-person meetings and conversations, not just video calls.
CogniCor
Fieldy
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Fieldy is strong for capturing notes from in-person client or sales meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Fieldy 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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