CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Hyperia: A programmable AI notetaker that joins online meetings as a participant to record, transcribe, and build searchable knowledge from conversations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Hyperia when building a searchable archive of company conversations matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
A programmable AI notetaker that joins online meetings as a participant to record, transcribe, and build searchable knowledge from conversations.
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
Hyperia is an AI meeting assistant built around a programmable notetaker that can join online meetings as a participant to record, transcribe, summarize, and analyze conversations. It supports major conferencing platforms including Zoom, Microsoft Teams, and Google Meet, and can automatically detect meeting links on a connected calendar and join them, or be directed to specific meetings through more granular instructions. Beyond simple voice transcription, Hyperia is positioned as a way to build a searchable knowledge base from a company's calls and meetings, surfacing summaries, action items, and highlights from across many conversations. Its programmable API lets developers and teams direct the notetaker to join a given Zoom, Google Meet, or Microsoft Teams meeting and live-stream audio for analysis, transcription, and natural-language enrichment. Hyperia can route meeting summaries, transcripts, action items, insights, and alerts into CRMs and other SaaS tools through integrations, including via Zapier. It is aimed at teams that want both automated meeting capture and the ability to programmatically integrate meeting data into their own workflows and systems. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Hyperia is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Hyperia |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Notetaker joins Zoom, Microsoft Teams, and Google Meet as a participant |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic calendar detection and joining of scheduled meetings |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Programmable API to direct the notetaker and stream audio for analysis |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Transcription, summaries, action items, and highlights |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Searchable knowledge base built from calls and meetings |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | CRM and SaaS integrations, including via Zapier |
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.
Hyperia
Choose Hyperia if you need automatically capturing and summarizing recurring team or client calls — strengths include programmable api offers flexibility for custom workflows and integrations.
CogniCor
Hyperia
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Hyperia is strong for automatically capturing and summarizing recurring team or client calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Hyperia is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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