CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Krisp: AI noise cancellation plus meeting recording, notes and action items 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 Krisp when clear audio for remote and call-center teams 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 noise cancellation plus meeting recording, notes and action items
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
Krisp removes background noise, background voices, and echo at the device level, so it works across Zoom, Google Meet, Microsoft Teams, and virtually any conferencing or calling app. Beyond noise cancellation, paid plans add unlimited AI meeting notes, transcription, recording, and accent conversion. The free plan covers 60 minutes of noise cancellation per day; AI meeting notes come with a 7-day trial and then require a paid plan.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Krisp is from $8/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Krisp |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI noise cancellation |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI meeting notes |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Transcription |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Accent conversion |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI noise cancellation |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI meeting 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.
Krisp
Choose Krisp if you need removing background noise on calls — strengths include best-in-class ai noise, voice, and echo cancellation.
CogniCor
Krisp
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Krisp is strong for removing background noise on calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Krisp is from $8/mo. 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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