CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Lindy: AI assistant that joins calls to record, transcribe, and summarize meetings and run follow-up tasks. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Lindy when automating follow-up emails and crm updates after meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AI assistant that joins calls to record, transcribe, and summarize meetings and run follow-up tasks.
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
Lindy is an AI assistant platform whose meeting notetaker joins video calls to record, transcribe, and summarize conversations, and then automate follow-up work. For meetings, Lindy connects to Zoom, Google Meet, and Microsoft Teams, captures the call, transcribes the discussion in real time, and produces summaries with action items, along with searchable transcripts for later reference. What distinguishes Lindy from a standalone notetaker is that it is part of a broader AI assistant and automation system: after a meeting it can use the transcript to draft follow-up emails, update a CRM, schedule the next meeting, and trigger other workflows across connected apps such as Gmail, Slack, and calendar tools. Users can configure the meeting notetaker from a template and extend it with custom automations. Lindy is aimed at professionals and teams who want their meeting recordings and notes to flow directly into downstream tasks, particularly sales, customer-facing, and operations roles that rely heavily on post-meeting actions and tooling integrations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Lindy is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Lindy |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Joins Zoom, Google Meet, and Microsoft Teams to record meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time transcription with summaries and action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Searchable transcripts of past meetings |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Post-meeting automations such as drafting emails and updating a CRM |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Integrations with apps like Gmail, Slack, and calendars |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Joins Zoom, Google Meet, and Microsoft Teams to record 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.
Lindy
Choose Lindy if you need capturing and summarizing sales and client calls — strengths include connects meeting notes directly to follow-up tasks and workflows.
CogniCor
Lindy
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Lindy is strong for capturing and summarizing sales and client calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Lindy 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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