CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Granola: Granola is an AI notepad for meetings that captures your computer's audio without joining a bot, then transcribes and generates structured notes with action items. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Granola when keeping a searchable record of recurring team meetings 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.
Granola is an AI notepad for meetings that captures your computer's audio without joining a bot, then transcribes and generates structured notes with action items.
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
Granola is a desktop AI notepad for people in frequent meetings. Instead of sending a bot into the call, it captures your computer's audio directly, transcribes the conversation, and combines it with your own typed notes to produce structured summaries, action items, and follow-ups. It syncs with your calendar to detect meetings and works with Zoom, Google Meet, Microsoft Teams, other video tools, and in-person meetings via the iPhone app. A built-in AI chat answers questions across your meeting notes (for example, what you committed to during the week). Granola runs on macOS and Windows. The free Basic plan offers unlimited note-taking, custom templates, shared folders, multi-language support, and AI chat, but limits viewing notes older than 30 days. Paid tiers add unlimited history, advanced AI models, an MCP connector, API access, and integrations with Notion, Slack, HubSpot, Attio, Affinity, and Zapier.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Granola is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Granola |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI meeting notes |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | On-device audio capture (no bot) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI chat across meetings |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Custom note templates |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Calendar sync |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI meeting notes |
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.
Granola
Choose Granola if you need automatically generating notes and action items from sales or client calls — strengths include captures computer audio without sending a bot into the meeting, so calls stay less disruptive.
CogniCor
Granola
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Granola is strong for automatically generating notes and action items from sales or client calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Granola is from $0/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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