CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Google Pinpoint: Google's research tool for journalists that transcribes audio and video interviews into searchable text alongside documents. 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 Google Pinpoint when organizing and searching large evidence collections for investigations matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Google's research tool for journalists that transcribes audio and video interviews into searchable text alongside documents.
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
Google Pinpoint is a research tool for journalists, part of Google's Journalist Studio, that helps reporters explore and analyze large collections of documents, audio, and video using Google's search and AI technology. Among its core capabilities, Pinpoint transcribes uploaded audio and video recordings, such as interviews, speeches, hearings, press conferences, and meetings, into searchable text, so spoken content can be searched and cross-referenced alongside other documents in a collection. Beyond transcription, it lets journalists organize and search across large document sets, highlight names and organizations, and check claims with integrated Google Search. It is designed for investigative reporting, fact-checking, and document-heavy research workflows, and it has been used by newsrooms to organize and analyze evidence at scale. Pinpoint is offered through Google's Journalist Studio with substantial cloud storage for uploaded files, and access to certain generative AI features may require applying for early access. Because it converts recorded interviews into searchable transcripts within a research workspace, it is well suited to journalists and researchers who need to manage and query both spoken and written source material in one place. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Google Pinpoint is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Google Pinpoint |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Transcription of uploaded audio and video into searchable text |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Search and analysis across large document and media collections |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Highlighting of names and organizations across sources |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Integrated claim checking with Google Search |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Cloud storage for documents, audio, and video files |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Collaboration features within the Journalist Studio workspace |
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 Pinpoint
Choose Google Pinpoint if you need transcribing recorded interviews into searchable text for reporting — strengths include purpose-built for journalists and document-heavy investigative research.
CogniCor
Google Pinpoint
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Google Pinpoint is strong for transcribing recorded interviews into searchable text for reporting. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Google Pinpoint is a free tier with paid upgrades. 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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