CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. HeyMarvin: AI research assistant that records and transcribes user-research interviews and builds a searchable insights repository. 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 HeyMarvin when product teams clustering interview feedback into shareable themes 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.
AI research assistant that records and transcribes user-research interviews and builds a searchable insights repository.
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
HeyMarvin (Marvin) is an AI-native customer insights platform aimed at user-research and product teams, with the research interview as its central meeting type. During live user-research calls it records sessions, transcribes them automatically, and lets researchers capture time-stamped notes and highlights, including collaborative live note-taking with teammates. After the session, its AI workflows distill feedback into themes and patterns, and an Ask AI feature lets teams query their data and get answers with citations back to the source clips. Everything feeds a centralized, searchable research repository that brings qualitative and quantitative inputs together from many sources, so insights are not scattered across documents and recordings. The platform also offers AI-moderated interviews in multiple languages, video clips and curated playlists for sharing findings, and integrations with tools used to distribute insights. It includes privacy and security features such as PII redaction and enterprise compliance. For a meeting-tools directory, its relevance is the combination of interview capture, AI notetaking, and a repository tuned for analyzing user-research conversations rather than general meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); HeyMarvin is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | HeyMarvin |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records and automatically transcribes user-research interview calls |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Time-stamped notes and collaborative live note-taking during sessions |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI thematic analysis that clusters feedback into themes and patterns |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Ask AI querying across research data with citations to source clips |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Searchable centralized research repository combining many data sources |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Video clips, highlight reels, and insight reports for sharing findings |
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.
HeyMarvin
Choose HeyMarvin if you need ux researchers transcribing and tagging user-interview calls — strengths include tailored to user-research interviews rather than generic meeting notes.
CogniCor
HeyMarvin
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while HeyMarvin is strong for ux researchers transcribing and tagging user-interview calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and HeyMarvin is a free tier with paid upgrades. 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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