CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. 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 Garba when sales leaders reviewing conversation-intelligence insights to diagnose won/lost deals 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 sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot.
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
Garba is an AI-powered sales meeting assistant built around CRM-native workflows. It automatically records, transcribes, and summarizes meetings, then pushes the resulting notes, summaries, and key insights directly into the user's CRM. Garba is described as a Pipedrive-native intelligence tool that maps meeting outputs to Pipedrive records and fields rather than acting as a generic connector, and it also offers a HubSpot integration that lets users view meeting notes inside HubSpot Contact, Deal, and Company records. Beyond capturing notes, Garba focuses on post-meeting workflows for sales teams: it can draft follow-up emails, enrich CRM data, and surface conversation-intelligence insights intended to help sales leaders understand why deals are won or lost. The product includes AI-generated summaries with customizable templates and a transcript search feature for reviewing past conversations, and references a coaching/insights layer (AskGarba) for analyzing call transcripts to surface next steps, objections, and deal blockers. Garba is listed in the HubSpot App Marketplace and is distributed for Pipedrive through partners. The company, Garba AB, is based in Malmo, Sweden and was founded in 2025. It is positioned for sales reps and revenue teams that want meeting notes and intelligence to flow automatically into their existing CRM rather than living in a separate notetaking app. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Garba is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Garba |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic meeting recording, transcription, and AI-generated summaries |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Pipedrive-native sync that maps meeting insights directly into CRM records and fields |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | HubSpot integration to view meeting notes inside Contact, Deal, and Company records |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Customizable summary templates for different meeting types |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI-assisted follow-up email drafting and CRM data enrichment |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Conversation-intelligence insights for understanding why deals are won or lost |
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.
Garba
Choose Garba if you need sales reps who want call notes and action items logged automatically into pipedrive or hubspot — strengths include deep, crm-native integration with pipedrive and hubspot rather than a generic export.
CogniCor
Garba
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Garba is strong for sales reps who want call notes and action items logged automatically into pipedrive or hubspot. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Garba 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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