CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. joinly: Open-source, self-hostable connector that lets AI agents join Google Meet, Zoom, and Microsoft Teams calls to transcribe, listen, and act in real time via MCP. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and joinly when self-hosted, privacy-first real-time meeting transcription for regulated teams 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.
Open-source, self-hostable connector that lets AI agents join Google Meet, Zoom, and Microsoft Teams calls to transcribe, listen, and act in real time via MCP.
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
joinly is an open-source middleware project (by joinly-ai) that makes meetings accessible to AI agents. It runs as a Model Context Protocol (MCP) server that equips any agent with the tools to join a live video call, capture a real-time transcript, and interact by voice or chat during the meeting. Rather than being a finished notetaker app, joinly is a framework developers use to build interactive meeting agents that can listen, answer, search the web, draft documents, and post chat messages while the meeting is in progress. It works cross-platform across Google Meet, Zoom, and Microsoft Teams (and browser-based calls), and is model-agnostic, supporting OpenAI, Anthropic, and local models through Ollama. Speech-to-text and text-to-speech are modular, with Whisper or Deepgram for transcription and Kokoro, ElevenLabs, or Deepgram for synthesis. The project is MIT licensed and deployed via Docker (with a separate CUDA GPU image), giving teams full data sovereignty. The MCP server exposes join/leave controls, transcript and participant access, audio control, chat messaging, and video snapshots, making it a building block for custom, privacy-first meeting automation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); joinly is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | joinly |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | MCP server that exposes meeting tools (join/leave, transcript, chat, audio control, snapshots) to AI agents |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time transcription with timestamps and speaker information, subscribable for live updates |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Cross-platform support for Google Meet, Zoom, Microsoft Teams, and browser-based calls |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Modular speech-to-text and text-to-speech backends (Whisper, Deepgram, Kokoro, ElevenLabs) |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Model-agnostic: works with OpenAI, Anthropic, and local LLMs via Ollama |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Docker-based self-hosting with optional CUDA GPU image |
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.
joinly
Choose joinly if you need building custom ai meeting agents that answer questions and run tasks during live calls — strengths include fully open source (mit) and self-hostable for complete data control.
CogniCor
joinly
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while joinly is strong for building custom ai meeting agents that answer questions and run tasks during live calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and joinly 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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