CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Knowt: AI study platform that turns recorded or uploaded lectures into notes, flashcards, and practice quizzes for students. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Knowt when generating flashcards and practice tests from course materials before exams 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.
AI study platform that turns recorded or uploaded lectures into notes, flashcards, and practice quizzes for students.
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
Knowt is an AI-powered study platform built primarily for students and teachers that converts lectures and learning materials into organized study resources. Students can record a lecture live in the app or on the website, or upload existing audio, video, PDFs, and slide decks, and the platform's AI assistant (called Kai) generates summarized notes, flashcards, and practice quizzes from the content. Notes can be formatted as outlines or paragraphs, with adjustable detail levels, and the original audio is saved for reference. Beyond capture and transcription-driven summarization, Knowt functions as a broader study workspace, positioning itself as a free alternative to traditional flashcard apps and offering a large library of community-shared study materials. It also includes teacher-facing features for assigning material and tracking student progress. The tool spans web, iOS, and Android, making it usable across classroom, online-course, and self-study settings. Knowt is aimed at learners who want lecture capture to flow directly into reusable, exam-oriented study artifacts rather than just raw transcripts. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Knowt is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Knowt |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Live lecture recording in app and on the web, plus upload of audio, video, PDFs, and slides |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI-generated notes with adjustable formatting (outline or paragraph) and detail level |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic flashcard generation from lecture and document content |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Practice quiz and test creation from any note, PDF, or video |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Kai AI chat for explaining concepts and answering questions |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Large community library of shared study sets and teacher tools for assignments |
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.
Knowt
Choose Knowt if you need recording university lectures and turning them into structured study notes — strengths include combines capture, summarization, and active-recall study tools in one student-focused app.
CogniCor
Knowt
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Knowt is strong for recording university lectures and turning them into structured study notes. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Knowt 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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