CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Fireflies: AI meeting assistant that records, transcribes, and summarizes calls across Zoom, Google Meet, Microsoft Teams, and Webex, with the AskFred AI chat and native CRM sync. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Fireflies when recruiting and interview notes 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.
AI meeting assistant that records, transcribes, and summarizes calls across Zoom, Google Meet, Microsoft Teams, and Webex, with the AskFred AI chat and native CRM sync.
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
Fireflies.ai joins video calls to record and transcribe meetings, then generates AI summaries, action items, and fully searchable notes. Its AskFred assistant lets you query past meetings in natural language ("what did we decide about pricing?"), while conversation-intelligence features add topic trackers, talk-time, and sentiment analytics. Fireflies works across Zoom, Google Meet, Microsoft Teams, and Webex, transcribes in a wide range of languages, and integrates natively with CRMs such as Salesforce and HubSpot plus Slack, Notion, Asana, and Zapier. A free plan covers limited transcription and AI credits for individuals; paid tiers raise transcription and storage limits and unlock team conversation analytics, making it a strong fit for sales, recruiting, and customer-research teams that live in their CRM.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Fireflies is from $18/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Fireflies |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Meeting transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AskFred AI chat |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | CRM sync |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Conversation intelligence |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Meeting 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.
Fireflies
Choose Fireflies if you need sales call capture and crm logging — strengths include powerful meeting search plus the askfred natural-language assistant.
CogniCor
Fireflies
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Fireflies is strong for sales call capture and crm logging. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Fireflies is from $18/mo. 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.
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