CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. iMemo: Cross-platform AI recorder that turns meetings, lectures, and imported files into searchable transcripts and summaries. 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 iMemo when transcribing lectures and interviews for later review 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.
Cross-platform AI recorder that turns meetings, lectures, and imported files into searchable transcripts and summaries.
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
iMemo is an AI-powered audio note-taking app available on both iOS and Android that records, transcribes, and summarizes meetings, lectures, interviews, and personal notes. Users can capture high-quality audio directly in the app or import existing audio and video files in formats such as MP3, WAV, FLAC, and MP4, then have the content transcribed into searchable text across many languages. iMemo generates AI summaries from lengthy recordings, offers dual-language viewing for translation, and can identify issues and attributions within a conversation to help surface action items. Recordings and notes are organized into projects and folders with advanced search, and content can be exported in multiple formats including TXT, PDF, and several audio formats. iMemo records without joining calls as a bot participant, capturing audio on the device instead, and it emphasizes a privacy-focused approach where data stays on the device. The app is positioned for people who want to focus on a meeting or lecture without manually taking notes and review organized, searchable summaries afterward. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); iMemo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | iMemo |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records and transcribes meetings, lectures, and interviews on iOS and Android |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Imports audio/video files (MP3, WAV, FLAC, MP4, and more) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries from long recordings with action-item identification |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Transcription and dual-language translation across 100+ languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Project and folder organization with advanced search |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export to TXT, PDF, and multiple audio formats |
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.
iMemo
Choose iMemo if you need recording and summarizing in-person and virtual meetings — strengths include available on both ios and android, unlike many apple-only rivals.
CogniCor
iMemo
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while iMemo is strong for recording and summarizing in-person and virtual meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and iMemo is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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