CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. JotMe: Multilingual AI meeting assistant offering live translation, transcription, and notes in many languages across major conferencing platforms. 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 JotMe when client calls where participants speak different languages 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.
Multilingual AI meeting assistant offering live translation, transcription, and notes in many languages across major conferencing platforms.
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
JotMe is an AI meeting assistant built around multilingual meetings and events, combining real-time translation, transcription and note generation in a single tool. Its live translation aims to preserve speaker context and intent while transcribing speech with speaker labels, and it can produce multilingual output so different participants can read transcripts, summaries and notes in their own language. After a session, JotMe generates structured meeting notes, summaries, key decisions and action items, and offers an 'Ask JotMe' feature for querying what was discussed without re-watching a recording. It can capture audio without requiring a bot to join the call, and also works as a standalone mobile app and Chrome extension, so it can be used for in-person conversations and events in addition to virtual meetings. JotMe integrates with major conferencing platforms including Zoom, Microsoft Teams, Google Meet and Webex, and lets teams share transcripts, notes and audio in each member's preferred language. It is aimed at organizations running multilingual operations, from internal cross-border meetings to client calls, conferences and live events where language differences would otherwise create friction. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); JotMe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | JotMe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time live translation across a large set of languages |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Multilingual transcription with speaker labels |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI meeting notes, summaries, key decisions and action items |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | 'Ask JotMe' query interface for past sessions |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Bot-free capture plus mobile app and Chrome extension |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integrations with Zoom, Microsoft Teams, Google Meet and Webex |
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.
JotMe
Choose JotMe if you need cross-border teams holding meetings in multiple languages — strengths include strong multilingual translation and transcription focus.
CogniCor
JotMe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while JotMe is strong for cross-border teams holding meetings in multiple languages. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and JotMe 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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