CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Jump: AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates. 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 Jump when preparing advisors with briefings before client meetings matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
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
Jump is an AI meeting assistant designed specifically for financial advisors and wealth management professionals. Launched in 2024, it focuses on the administrative work that surrounds client meetings: it records and transcribes conversations, generates structured notes, identifies tasks and follow-ups, drafts follow-up emails, and produces compliance-ready documentation tailored to a firm's standards. Jump also prepares advisors before meetings with auto-generated briefings and helps structure agendas, then turns the discussion into trackable tasks that sync into the firm's existing workflows. It works across Zoom, Microsoft Teams, and in-person meetings, and integrates with advisor tooling and CRMs so that meeting outcomes flow automatically into the systems advisors already use, including platforms commonly found in wealth management stacks. The product targets the specific regulatory and documentation needs of financial services, where accurate records and compliance are essential, and it is used by advisors at large enterprise firms as well as independent practices. Jump is intended for financial advisors, their teams, and the firms that support them who want to cut the time spent on post-meeting admin and compliance paperwork while keeping client records consistent. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Jump is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Jump |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Auto-generated pre-meeting briefings and agendas |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Compliance-ready documentation customized to firm standards |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integrations with advisor CRMs and wealth management tools |
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.
Jump
Choose Jump if you need generating compliant meeting notes and records for client reviews — strengths include purpose-built for financial advisors' compliance and documentation needs.
CogniCor
Jump
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Jump 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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