CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Jamie: A bot-free AI meeting assistant that records, transcribes, and summarizes online and in-person meetings via a desktop app, producing notes and action items in 99+ languages. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Jamie when documenting in-person meetings without a recording bot matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
A bot-free AI meeting assistant that records, transcribes, and summarizes online and in-person meetings via a desktop app, producing notes and action items in 99+ languages.
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
Jamie is an AI meeting note-taker built around a privacy-first, "bot-free" approach: instead of sending a bot into your call, it runs as a desktop app (plus an iPhone app) and captures audio locally, so it works with any online meeting platform as well as hybrid and in-person meetings. After each meeting it produces structured notes, a full transcript, and identified action items, and supports speaker recognition with auto-labeling and speaker memory. Its "Ask Jamie" chat lets you query past meetings to surface earlier details. Jamie generates summaries in 99+ languages and integrates with tools including Notion, Google Docs, OneNote, and HubSpot, with additional CRM and project integrations (Salesforce, Asana) on higher tiers. It emphasizes compliance with GDPR, EU data hosting, and not training models on customer data. The free plan covers 10 meetings per month with a 30-minute duration limit.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Jamie is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Jamie |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Bot-free recording |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Transcription & summaries |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Action item detection |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Ask Jamie (meeting Q&A) |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Speaker labeling & memory |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Bot-free recording |
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.
Jamie
Choose Jamie if you need capturing meeting notes and action items while staying fully present in the conversation — strengths include bot-free: captures audio locally via a desktop app, so no bot joins or appears in the call.
CogniCor
Jamie
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Jamie is strong for capturing meeting notes and action items while staying fully present in the conversation. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Jamie is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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