CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Lark Minutes: The AI meeting transcription and notes feature within the Lark productivity suite, turning video meetings into searchable transcripts with summaries. 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 Lark Minutes when distributed teams translating meeting minutes across languages 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.
The AI meeting transcription and notes feature within the Lark productivity suite, turning video meetings into searchable transcripts with summaries.
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
Lark Minutes is the meeting transcription and AI notes feature embedded in Lark, an all-in-one productivity suite that combines messaging, documents, calendar, and video meetings. Minutes automatically transcribes video meetings into transcripts that users can view, search, and collaborate on, so teams can focus on the discussion instead of manual note-taking. The transcripts are interactive: users can post comments on specific parts of the conversation or react with emojis, making the meeting record a collaborative document rather than a static file. Playback tools let users adjust speed, fast-forward or rewind to points of interest, and skip silent sections. Minutes pairs with Lark's AI Meeting Notes capability to produce smart summaries, and meeting minutes can be translated between languages with one click, which is useful for distributed and multilingual teams. Because it is part of the broader Lark suite, transcripts and notes sit alongside the calendar, chat, and documents that teams already use, keeping meeting output within the same workspace. Lark Minutes is positioned for organizations that want integrated meeting transcription and summaries inside their primary collaboration platform rather than adopting a separate standalone notetaker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Lark Minutes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Lark Minutes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic transcription of video meetings into searchable transcripts |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI-generated meeting summaries via Lark's AI Meeting Notes |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Collaborative transcripts with comments and emoji reactions on specific parts |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | One-click translation of meeting minutes between languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Playback controls including custom speed and silence skipping |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integrated within the Lark suite alongside calendar, chat, and documents |
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.
Lark Minutes
Choose Lark Minutes if you need lark users transcribing and summarizing internal video meetings — strengths include built into the lark productivity suite, keeping notes with calendar and docs.
CogniCor
Lark Minutes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Lark Minutes is strong for lark users transcribing and summarizing internal video meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Lark Minutes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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