CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Grava AI: Brazilian AI meeting recorder app (by MeuGuru) that records, transcribes with speaker identification, summarizes meetings and answers questions about recordings. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Grava AI when capturing lectures or study sessions and generating summaries 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.
Brazilian AI meeting recorder app (by MeuGuru) that records, transcribes with speaker identification, summarizes meetings and answers questions about recordings.
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
Grava AI is a Brazilian AI meeting-recorder app developed by MG Solucoes Digitais (MeuGuru), an EdTech company in Brazil. Available on iOS and Android, it records audio and automatically converts it to text with speaker identification, then produces intelligent summaries that condense long recordings into clear, topic-organized notes. Its transcription engine is oriented to Brazilian Portuguese, and the app also supports Spanish and English. Beyond transcription and summaries, Grava AI includes an interactive chat that lets users ask questions directly about a recording, a To-Do feature that turns recordings into editable task lists, and the ability to generate professional PDF reports. Practical touches include background uploads with a notification when a summary is ready, and automatic pause and resume when an incoming phone call interrupts recording so audio is not lost. The app receives frequent updates, indicating active development and maintenance. It is designed for professionals and students who need to capture meetings, classes and important conversations and quickly transform them into searchable transcripts, summaries and action items on their phone. As a mobile-first tool from a Brazilian developer with Portuguese-language focus, it fits the Latin American market for AI meeting capture. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Grava AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Grava AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Audio recording with automatic transcription and speaker identification |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI-generated summaries with automatically detected topics |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Interactive chat to ask questions about a recording |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | To-Do feature that turns recordings into editable task lists |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Professional PDF report generation |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Automatic pause and resume during incoming phone calls |
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.
Grava AI
Choose Grava AI if you need recording and transcribing in-person business meetings on a phone — strengths include transcription engine oriented to brazilian portuguese, with spanish and english support.
CogniCor
Grava AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Grava AI is strong for recording and transcribing in-person business meetings on a phone. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Grava AI is a free tier with paid upgrades. 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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