CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Looppanel: AI research assistant that records, transcribes and auto-notes user interviews and calls, then organizes insights in a research repository. 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 Looppanel when running thematic and sentiment analysis across research calls 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 research assistant that records, transcribes and auto-notes user interviews and calls, then organizes insights in a research repository.
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
Looppanel is an AI research and meeting assistant built for user interviews, usability tests and research calls. Its AI note-taker records or ingests interview recordings, transcribes the conversation, and automatically generates structured notes, quotes and summaries so researchers do not have to take notes manually during a session. The platform supports transcription in several languages and keeps recordings private without human access. Beyond transcription and notes, Looppanel adds an analysis layer: it performs AI thematic analysis to surface patterns across conversations, supports AI-assisted tagging tied to a discussion guide or emerging themes, runs sentiment analysis, and highlights important moments. Researchers can trace every insight back to the source recording, edit tags, search across projects, and share actionable video clips, with all findings collected in a central research repository for stakeholders. It also works with other data types such as survey responses and documents. Looppanel is aimed at UX researchers, product managers and design teams who run many interviews and need to turn recorded qualitative conversations into transcripts, notes and shareable insights faster than analyzing them by hand. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Looppanel is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Looppanel |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI note-taker that records and auto-generates notes from interviews and calls |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Transcription with support for multiple languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI thematic analysis to surface patterns across conversations |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI-assisted tagging based on discussion guides and emerging themes |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Sentiment analysis and automatic highlighting of key moments |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Shareable video clips and traceable links back to source recordings |
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.
Looppanel
Choose Looppanel if you need transcribing and auto-noting user interviews and usability tests — strengths include purpose-built for interview transcription plus downstream qualitative analysis.
CogniCor
Looppanel
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Looppanel is strong for transcribing and auto-noting user interviews and usability tests. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Looppanel is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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