CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Ma Synthèse: A sovereign French SaaS by GetCaaS that transcribes meetings and automatically generates structured minutes, assigned tasks, and follow-ups, with all data hosted in France. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Ma Synthèse when documenting internal team meetings with auto-assigned tasks and reminders 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.
A sovereign French SaaS by GetCaaS that transcribes meetings and automatically generates structured minutes, assigned tasks, and follow-ups, with all data hosted in France.
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
Ma Synthèse is a French SaaS application from GetCaaS that automates meeting documentation through a three-step process: it captures and transcribes spoken exchanges, organizes the discussion by topic and by speaker, then generates a clear, structured meeting report. Each report surfaces decisions and important points and produces an action list assigned to individual participants, with the tool able to send those tasks out and remind people who forget them. Its defining angle is data sovereignty: the service runs on French infrastructure (Scaleway) using Mistral AI, keeps data in France, and is positioned as a GDPR-compliant alternative for organizations with strict confidentiality needs. It targets municipal councils, public bodies and law enforcement, as well as legal and medical professionals. Pricing is usage-based, calculated from meeting hours multiplied by the number of licenses, with one free hour per month per organization and no commitment; organizations above thirty licenses get a custom quote. Announced in June 2026, it was selected to present at VivaTech 2026.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Ma Synthèse is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Ma Synthèse |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic transcription of meeting audio into text |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker identification, organizing the discussion by who spoke |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Structured meeting minutes that surface decisions and key points |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic action-item list with tasks assigned to each participant |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Task dispatch and reminders to participants who forget follow-ups |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Sovereign French hosting (Scaleway + Mistral AI) with GDPR compliance |
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.
Ma Synthèse
Choose Ma Synthèse if you need generating official minutes and action items for municipal council and public-body meetings — strengths include data sovereignty: french-hosted infrastructure and eu data-protection compliance, suited to confidential public-sector use.
CogniCor
Ma Synthèse
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Ma Synthèse is strong for generating official minutes and action items for municipal council and public-body meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Ma Synthèse 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.
More head-to-head comparisons involving CogniCor and Ma Synthèse.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cresta: Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Daglo: Korean all-in-one AI notetaker by Action Power that records, transcribes, and summarizes meetings and lectures, with strong Korean recognition and post-recording tools. Below, they line up on price, capture method, and how each fits a real meeting stack.