CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Kai for Chrome: A Chrome extension that transcribes and summarizes meetings entirely on-device in the browser, with no bot, no account, and no upload. 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 Kai for Chrome when generating quick meeting summaries and action items without any setup 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.
A Chrome extension that transcribes and summarizes meetings entirely on-device in the browser, with no bot, no account, and no upload.
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
Kai is a Chrome extension that transcribes and summarizes meetings entirely within the browser, running the full pipeline on the user's own device. Built by Morgen, the team behind the Morgen calendar app, it captures audio from any meeting or audio tab in Chrome, including Google Meet, the Zoom web client, and Microsoft Teams, without sending a bot into the call and without requiring an account or sign-up. Recording is triggered with a keyboard shortcut from the meeting tab. Audio capture happens in an offscreen document inside the extension and is transcribed locally using a Whisper speech-to-text model running via WebGPU or WebAssembly, so the audio never leaves the machine. At the end of a call, a local language model produces a clean summary with decisions, topics, and action items, including who is responsible. A side-panel interface lets users follow the transcript live during the meeting, and notes can optionally be emailed to a team in one click, at which point only the final text is shared. This makes Kai well suited to individuals who want fast, private, browser-based meeting notes without installing a desktop app or adding a visible bot, with an initial focus on English-language meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Kai for Chrome is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Kai for Chrome |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Fully on-device transcription in the browser via Whisper on WebGPU or WebAssembly |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Bot-free capture from Google Meet, Zoom web, Teams, and any Chrome audio tab |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | No account or sign-up required to start transcribing |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Keyboard-shortcut recording with a live transcript side panel |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Local summaries with decisions, topics, and assigned action items |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | One-click optional email sharing of finished notes |
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.
Kai for Chrome
Choose Kai for Chrome if you need privately transcribing google meet, zoom web, or teams calls inside chrome — strengths include audio and transcription stay on-device for strong privacy.
CogniCor
Kai for Chrome
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Kai for Chrome is strong for privately transcribing google meet, zoom web, or teams calls inside chrome. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Kai for Chrome 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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