CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Grain: Grain is an AI notetaker and conversation intelligence platform that records, transcribes, and summarizes video calls and Slack huddles, with or without meeting bots. 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 Grain when recording and summarizing client or team meetings for action items 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.
Grain is an AI notetaker and conversation intelligence platform that records, transcribes, and summarizes video calls and Slack huddles, with or without meeting bots.
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
Grain is an AI meeting assistant and conversation intelligence platform that automatically records, transcribes, and summarizes meetings, generating AI notes, action items, and shareable video clips. It supports Zoom, Google Meet, and Microsoft Teams (plus Slack huddles), and can capture audio without a meeting bot via bot-free desktop capture, or join calls with a recording bot. Transcription covers 100+ languages. On higher tiers, Grain syncs meeting notes and insights to CRMs including HubSpot and Salesforce, making it useful for sales and customer success teams tracking deal conversations. The Business tier also adds AI coaching, custom AI follow-up emails, trackers, and team interaction metrics. The Free plan includes unlimited meetings with a 45-minute recording limit, AI notes and action items, 30-day meeting history, and unlimited free viewer seats; paid seats unlock unlimited meeting duration, history, and uploads.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Grain is from $15/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Grain |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI meeting notes & action items |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Multi-language transcription (100+ languages) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Shareable video clips & highlight reels |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | CRM sync (HubSpot & Salesforce) |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Bot-free desktop capture |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI meeting notes & action items |
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.
Grain
Choose Grain if you need sales and customer success teams capturing call insights synced to a crm — strengths include records and transcribes meetings with or without a bot, including bot-free desktop (computer-audio) capture.
CogniCor
Grain
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Grain is strong for sales and customer success teams capturing call insights synced to a crm. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Grain is from $15/mo. 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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