CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Loka Note: AI meeting notes tool built for Nigerian users, transcribing and summarizing conversations across English, Hausa, Yoruba, and Nigerian Pidgin. 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 Loka Note when recording and summarizing in-person discussions by placing a phone on the table 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 meeting notes tool built for Nigerian users, transcribing and summarizing conversations across English, Hausa, Yoruba, and Nigerian Pidgin.
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
Loka Note is an AI meeting assistant aimed at the Nigerian market, designed to record, transcribe, summarize, and analyze conversations. Its defining feature is multilingual coverage of English, Hausa, Yoruba, and Nigerian Pidgin, including code-switching where speakers mix these languages within a single conversation. Loka Note records directly from the browser without requiring downloads, plugins, or a bot joining the call, and it can capture both remote calls and in-person discussions when a phone is placed on the table to pick up audio. After a meeting ends, the tool generates a structured summary with key decisions and action items, alongside a searchable transcript. An Ask Loka chat feature lets users query their past meetings in natural language, in English, Hausa, or Yoruba, to retrieve specific decisions or tasks. Summaries can be exported to PDF for sharing, and an archive keeps transcripts searchable over time. The product is live with sign-up, login, and subscription plans, positioning it as a locally optimized option for professionals in Nigeria. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Loka Note is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Loka Note |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Transcription and summaries with support for English, Hausa, Yoruba, and Nigerian Pidgin |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Handling of code-switching between languages within a conversation |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Browser-based recording with no bot, app, or plugin required |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Capture of both remote calls and in-person meetings |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Action item extraction and structured summaries |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Ask Loka natural-language chat over past meeting transcripts |
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.
Loka Note
Choose Loka Note if you need capturing client meetings conducted in mixed english and nigerian languages — strengths include strong support for nigerian languages including mixed-language speech.
CogniCor
Loka Note
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Loka Note is strong for capturing client meetings conducted in mixed english and nigerian languages. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Loka Note 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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