CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. HyNote: AI note taker that records meetings, audio, and PDFs without a bot, generating transcripts, summaries, and action items. 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 HyNote when turning pdfs, web pages, and youtube videos into concise notes 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.
AI note taker that records meetings, audio, and PDFs without a bot, generating transcripts, summaries, and 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
HyNote is an AI note-taking app that transforms meetings, audio recordings, and a range of other content into structured, searchable notes with summaries and action items. For meetings, HyNote records live sessions on platforms such as Zoom, Google Meet, Teams, and Webex without requiring a separate meeting bot to join the call, and it can also process uploaded audio files. It transcribes speech with speaker identification, supports many languages with timestamps, and uses AI to generate instant summaries, key points, action items, and meeting minutes. Beyond meetings, HyNote accepts multiple input types including recorded files, PDFs, images via OCR, web page capture, phone calls, and YouTube links, making it a general-purpose capture and summarization tool. It is available across web, iOS, Android, iPad, Apple Watch, and a Chrome extension, with cross-device syncing so notes stay consistent everywhere. HyNote is aimed at professionals and students such as product managers, sales teams, researchers, founders, creative teams, and people in healthcare and legal roles who need reliable, organized notes from conversations and documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); HyNote is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | HyNote |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Bot-less recording of meetings on Zoom, Google Meet, Teams, and Webex |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Transcription with speaker identification across 50+ languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries, key points, action items, and meeting minutes |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Multimodal capture including PDFs, images via OCR, web pages, and YouTube links |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Cross-platform apps for web, iOS, Android, iPad, and Apple Watch |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Chrome extension with real-time cross-device syncing |
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.
HyNote
Choose HyNote if you need recording and summarizing online or in-person meetings without a bot — strengths include captures meetings without injecting a bot into the call.
CogniCor
HyNote
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while HyNote is strong for recording and summarizing online or in-person meetings without a bot. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and HyNote 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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