CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. HubSpot Meeting Notetaker: HubSpot's native Meeting Notetaker joins sales and customer calls to record, transcribe, and summarize them, logging everything to the HubSpot CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and HubSpot Meeting Notetaker when capturing service calls against the relevant contact in hubspot 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.
HubSpot's native Meeting Notetaker joins sales and customer calls to record, transcribe, and summarize them, logging everything to the HubSpot CRM.
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
HubSpot Meeting Notetaker is a meeting-capture feature built into HubSpot's Sales Hub and Service Hub, designed for revenue and customer-facing teams that run their pipeline and contacts inside HubSpot. The Notetaker automatically joins eligible meetings booked through connected calendars or HubSpot scheduling pages on Google Meet, Microsoft Teams, or Zoom, announcing its presence and recording the call. After the meeting, it produces a video recording, a transcript using automatic language detection, an AI-generated summary, and suggested next steps. Its central advantage is the CRM tie-in: when a meeting ends, the Notetaker creates a call object in HubSpot and associates it with the corresponding contact, company, or deal, so the recording, transcript, and summary appear directly on the relevant CRM records without manual logging. Meetings become eligible when stored in HubSpot with at least one external CRM contact attending. Recordings are retained for a defined period. The feature is aimed at sales and service teams that want call documentation and follow-ups captured automatically against their CRM data rather than in a standalone notetaking app. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); HubSpot Meeting Notetaker is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | HubSpot Meeting Notetaker |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Auto-joins meetings on Google Meet, Microsoft Teams, and Zoom |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Video recording, transcript, and AI summary of each call |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic language detection for transcription |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Suggested next steps after the meeting |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Creates a call object logged to the relevant CRM contact, company, or deal |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Joins meetings booked through connected calendars and scheduling pages |
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.
HubSpot Meeting Notetaker
Choose HubSpot Meeting Notetaker if you need automatically logging sales call recordings and summaries to hubspot deals — strengths include logs recordings, transcripts, and summaries straight onto crm records.
CogniCor
HubSpot Meeting Notetaker
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while HubSpot Meeting Notetaker is strong for automatically logging sales call recordings and summaries to hubspot deals. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and HubSpot Meeting Notetaker 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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