CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Klu: AI meeting notetaker and automation platform that records, transcribes, and summarizes meetings, then logs outcomes and action items to CRMs and team tools. 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 Klu when teams that want meeting follow-ups auto-assigned and routed into slack or notion matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AI meeting notetaker and automation platform that records, transcribes, and summarizes meetings, then logs outcomes and action items to CRMs and team tools.
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
Klu (klu.so) is an AI meeting assistant that positions itself as a meeting automation platform for modern teams rather than a transcription-only tool. It captures meetings through a browser extension that can auto-join calls, a Mac desktop app, and offline capture for in-person conversations. During and after a meeting, Klu produces a transcript with speaker recognition, generates bullet-point summaries, surfaces action items, and supports custom note sections, alongside a smart-search and Ask AI capability for retrieving details from past conversations. A Deep Dive feature lets users ask questions that span multiple meetings, such as what was committed to with a particular account over a period of time. On the workflow side, Klu detects follow-ups, assigns them to owners with deadlines, and can push them into tools like Slack and Notion. For CRM users, Klu logs meeting outcomes to HubSpot, Salesforce, and Pipedrive on the relevant record, and connects to additional CRMs such as Attio and Affinity through Zapier, helping keep deals and accounts current without manual data entry. It maintains comparison pages against established notetakers and supports multilingual transcription. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Klu is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Klu |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Browser extension auto-join, Mac desktop app, and offline in-person capture |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time transcription with speaker recognition and multilingual support |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI-generated bullet-point summaries, action items, and custom note sections |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Follow-up detection with owner assignment and deadlines, pushed to Slack or Notion |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | CRM logging to HubSpot, Salesforce, and Pipedrive; Attio/Affinity via Zapier |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Cross-meeting Deep Dive and Ask AI search across past meetings |
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.
Klu
Choose Klu if you need sales teams keeping hubspot, salesforce, or pipedrive records updated after calls — strengths include combines meeting notes with follow-up assignment and crm logging in one tool.
CogniCor
Klu
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Klu is strong for sales teams keeping hubspot, salesforce, or pipedrive records updated after calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Klu 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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