CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Laxis: AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with action items, AI chat, and CRM sync. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Laxis when professionals who want searchable transcripts and ai summaries of recurring zoom, meet, or teams meetings 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 meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with action items, AI chat, and CRM sync.
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
Laxis is an AI meeting assistant that captures, transcribes, and summarizes conversations from online and in-person meetings. It supports Zoom, Google Meet, Microsoft Teams, and Webex (plus Dialpad and Skype), and offers bot-free capture, an AI assistant that joins calls, or file uploads. Beyond transcription, it generates summaries that capture intent, extracts action items and key topics, and lets you query past meetings with an AI Chat. It includes report templates and a separate "Voice Keyboard" dictation tool that works across apps and strips filler words. Integrations include Salesforce, HubSpot, Slack, Notion, Google Calendar, a REST API with webhooks, and 7,000+ apps via Zapier. The free Basic plan provides 300 transcription minutes per month and 30 days of conversation history; paid plans add more minutes, AI writing, keyword tracking, and CRM automation.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Laxis is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Laxis |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Meeting transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries & action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI meeting chat |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | CRM sync |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Voice Keyboard dictation |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Meeting transcription |
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.
Laxis
Choose Laxis if you need sales teams capturing call notes and syncing summaries and contacts to salesforce or hubspot — strengths include supports major conferencing platforms including zoom, google meet, microsoft teams, and webex.
CogniCor
Laxis
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Laxis is strong for sales teams capturing call notes and syncing summaries and contacts to salesforce or hubspot. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Laxis is from $0/mo. 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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