CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Intelligent Summary+: An AI-powered deposition summarization tool from Esquire Deposition Solutions that turns legal deposition transcripts into topic-organized summaries with hyperlinked page/line citations. 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 Intelligent Summary+ when legal teams generating issue-organized deposition memos for briefing and trial prep 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.
An AI-powered deposition summarization tool from Esquire Deposition Solutions that turns legal deposition transcripts into topic-organized summaries with hyperlinked page/line citations.
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
Intelligent Summary+ is an AI-powered deposition summarization service from Esquire Deposition Solutions, launched May 30, 2024. Rather than capturing audio itself, it ingests completed deposition transcripts — including transcripts not produced by Esquire — and uses patent-pending AI built on external Large Language Model providers to analyze them. The output is a single DOCX document containing the full transcript alongside several layers of analysis: a Deposition Abstract encapsulating the proceeding, one to five pages of extracted Key Admissions, a Page/Line Summary organized by topic with hyperlinked page/line citations back to the source dialogue, and a Deposition Memo that organizes the summary thematically around key legal and factual issues. The system parses deponent names and gender pronouns and applies two layers of human quality control. Esquire states the platform is SOC 2 Type II, ISO 27001:2013 certified, and HIPAA compliant, and that data is not retained for AI training. It targets litigators and legal teams assessing, preparing, briefing, and trying cases, with same-day turnaround available for transcripts received during business hours.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Intelligent Summary+ is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Intelligent Summary+ |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI-generated page/line transcript summaries with hyperlinked citations to source dialogue |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Deposition Memo organizing the summary thematically around key legal and factual issues |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic extraction of key admissions (one to five pages) |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Deposition Abstract providing a brief encapsulation of the full deposition |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Two layers of human quality control on AI output |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | DOCX delivery containing the summary alongside the full transcript |
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.
Intelligent Summary+
Choose Intelligent Summary+ if you need litigators rapidly assessing and preparing deposition testimony for case strategy — strengths include purpose-built for legal depositions with accurate page/line citations back to the source transcript.
CogniCor
Intelligent Summary+
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Intelligent Summary+ is strong for litigators rapidly assessing and preparing deposition testimony for case strategy. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Intelligent Summary+ is custom pricing. 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.
More head-to-head comparisons involving CogniCor and Intelligent Summary+.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cresta: Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Daglo: Korean all-in-one AI notetaker by Action Power that records, transcribes, and summarizes meetings and lectures, with strong Korean recognition and post-recording tools. Below, they line up on price, capture method, and how each fits a real meeting stack.