CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. 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 Gilbert when tracking decisions and action items from meetings automatically matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure.
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
Gilbert is a French AI meeting note taker developed by the startup Lexia France, designed and hosted in France with a strong sovereignty focus. It captures meetings live across desktop, mobile and web and automatically produces structured meeting reports that include summaries, decisions and assigned action items. The product is built around proprietary French language models and a custom terminology dictionary that lets users add domain-specific terms, and it offers natural-language search across past meetings. A defining characteristic is its data-sovereignty stance: Gilbert states that data is hosted on OVHcloud infrastructure with SecNumCloud qualification from the French cybersecurity authority ANSSI, that no data crosses the Atlantic, and that it does not rely on third-party model providers. The company lists SOC 2 Type 2, ISO 27001 and GDPR compliance. Gilbert integrates with many business tools, including native connections to Slack, Notion, HubSpot, Salesforce and Teams plus broad coverage through Zapier. It targets French-speaking organizations, particularly those in regulated or sovereignty-sensitive sectors, that want automated French meeting documentation kept entirely within France. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Gilbert is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Gilbert |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Live meeting capture across desktop, mobile and web |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Structured reports with summaries, decisions and assigned actions |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Proprietary French language models and custom terminology dictionary |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Natural-language search across past meetings |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Hosting in France on OVHcloud SecNumCloud infrastructure with no transatlantic data transfer |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Live meeting capture across desktop, mobile and web |
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.
Gilbert
Choose Gilbert if you need generating french meeting reports for sovereignty-sensitive sectors — strengths include strong french data-sovereignty posture with anssi-qualified secnumcloud hosting.
CogniCor
Gilbert
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Gilbert is strong for generating french meeting reports for sovereignty-sensitive sectors. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Gilbert is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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