CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Goodmeetings: AI meeting insights and coaching for revenue teams 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 Goodmeetings when discovery and demo 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 insights and coaching for revenue teams
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
Goodmeetings is an AI meeting assistant and revenue-intelligence platform built for sales and customer-facing teams. It records and transcribes calls across major conferencing platforms, generates summaries and action items, and provides analytics and coaching tools so managers can review conversations and help reps improve. The product focuses on turning meetings into pipeline outcomes: it captures next steps, supports call libraries and highlights for coaching, and connects with CRMs so call data and follow-ups land in existing systems. Goodmeetings is aimed at revenue organizations that want recording, summaries, and conversation intelligence in one place, with particular traction among sales teams that run a high volume of calls and need consistent documentation plus coaching. Rather than being a general-purpose notetaker, it leans into the sales workflow — discovery, demos, and follow-up — making it most valuable for teams that treat calls as a core part of how they sell. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Salesforce, HubSpot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Goodmeetings is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Goodmeetings |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Recording and transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries and action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Coaching and call libraries |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Conversation analytics |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | CRM integrations |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Recording and 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.
Goodmeetings
Choose Goodmeetings if you need sales coaching and call review — strengths include sales-focused coaching and analytics.
CogniCor
Goodmeetings
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Goodmeetings is strong for sales coaching and call review. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Goodmeetings 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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