CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. HoverNotes: Chrome extension that watches lecture and course videos with you and generates AI notes saved as Markdown. 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 HoverNotes when capturing code and diagrams from technical youtube lectures matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Chrome extension that watches lecture and course videos with you and generates AI notes saved as Markdown.
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
HoverNotes is an AI-powered note-taking tool delivered as a Chrome extension, designed for students and learners who study from recorded lectures and online course videos. Rather than relying on audio transcription alone, HoverNotes analyzes video frames as you watch, so it can capture on-screen context such as code snippets, mathematical equations, and diagrams alongside spoken content. The extension generates AI notes while you watch and saves them as plain Markdown files directly to your local file system, which makes them easy to use with tools like Obsidian or other Markdown-based knowledge bases. Users can also capture single-click screenshots embedded with clickable timestamps that jump back to the exact moment in the video. HoverNotes works across common video learning platforms including YouTube, Coursera, Udemy, LinkedIn Learning, Bilibili, and university lecture portals. It runs on a freemium model with a limited monthly allotment of AI note generation on the free plan and paid tiers for heavier use. The tool is best suited to self-directed learners studying from video, and its local-Markdown approach appeals to people who want full ownership of their notes. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); HoverNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | HoverNotes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Chrome extension that generates AI notes while watching videos |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Video frame analysis to capture on-screen code, equations, and diagrams |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Notes saved locally as Markdown files for use in Obsidian and similar tools |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | One-click timestamped screenshots that link back to the video moment |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Support for YouTube, Coursera, Udemy, LinkedIn Learning, Bilibili, and lecture portals |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Freemium plan with paid tiers for more usage |
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.
HoverNotes
Choose HoverNotes if you need taking notes from coursera and udemy course videos — strengths include captures visual on-screen content, not just audio, for technical lectures.
CogniCor
HoverNotes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while HoverNotes is strong for taking notes from coursera and udemy course videos. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and HoverNotes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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