CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Google Gemini in Meet: Gemini's AI meeting assistant built into Google Meet that takes notes, writes summaries and action items to a Google Doc, and provides translated captions during calls. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Google Gemini in Meet when letting participants focus on the conversation instead of typing 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.
Gemini's AI meeting assistant built into Google Meet that takes notes, writes summaries and action items to a Google Doc, and provides translated captions during calls.
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
Gemini in Google Meet is Google's built-in AI meeting assistant, available to eligible Google Workspace subscribers rather than as a standalone app. Its "Take notes for me" feature automatically captures meeting notes, summaries, and action items and saves them to a Google Doc that is shared with the organizer and attached to the calendar event; a "summary so far" lets latecomers catch up. It also offers real-time translated captions and AI audio/video enhancements such as studio lighting, studio sound, and noise cancellation. Because it lives inside Meet, it works only for Google Meet calls and not Zoom, Microsoft Teams, or Webex. It is included in Workspace Business Standard, Business Plus, and Enterprise plans (and Gemini/Frontline editions), but not Business Starter. Notes integrate natively with Google Docs, Drive, and Calendar across the Workspace ecosystem. English and several additional languages are supported.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Google Gemini in Meet is from $14/mo (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Google Gemini in Meet |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Take notes for me |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Meeting summaries & action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Translated captions |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Studio look, lighting & sound |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Google Docs/Calendar integration |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Take notes for me |
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.
Google Gemini in Meet
Choose Google Gemini in Meet if you need automatically capturing notes and action items for internal team meetings in google meet — strengths include built directly into google meet, so there is no third-party bot to add to calls.
CogniCor
Google Gemini in Meet
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Google Gemini in Meet is strong for automatically capturing notes and action items for internal team meetings in google meet. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Google Gemini in Meet is from $14/mo. 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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