CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. IceCubes: Bot-free Chrome and Edge extension that reads a meeting platform's own captions to transcribe and summarize Meet, Zoom, and Teams calls. 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 IceCubes when sales reps who want call summaries automatically tied to crm records matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Bot-free Chrome and Edge extension that reads a meeting platform's own captions to transcribe and summarize Meet, Zoom, and Teams calls.
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
IceCubes is an AI meeting assistant distributed as a browser extension for Chrome and Edge that captures meetings without sending a bot participant into the call. Instead of joining as a separate attendee, the extension reads the transcript directly from the conferencing platform's built-in closed-captioning service and maps speaker names from the meeting interface, then layers AI processing on top. It works with the web clients of Google Meet, Zoom, and Microsoft Teams, and supports additional platforms through web tab sharing. After a meeting, IceCubes produces AI summaries, extracts action items, and surfaces conversation insights, with custom 'Smart Tags' for pulling out specific information the user cares about. For revenue teams it adds sales-oriented features such as matching meetings to contacts, deals, and accounts in Salesforce and HubSpot, plus coaching and qualification frameworks. Because it relies on native captions rather than a visible recorder, it is positioned as avoiding the disruption and IT-policy friction of bot-based notetakers. The product is actively maintained, offers a free transcription tier without a credit card, and is operating in 2025-2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); IceCubes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | IceCubes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Chrome and Edge browser extensions |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Bot-free capture by reading the platform's own closed captions |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker identification mapped from the meeting UI |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI summaries, action items, and custom Smart Tags |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Supports Google Meet, Zoom, and Microsoft Teams web clients |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | CRM matching to contacts, deals, and accounts in Salesforce and HubSpot |
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.
IceCubes
Choose IceCubes if you need teams that need notes without a bot joining due to it or compliance constraints — strengths include no visible recording bot, reducing meeting disruption and policy friction.
CogniCor
IceCubes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while IceCubes is strong for teams that need notes without a bot joining due to it or compliance constraints. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and IceCubes 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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