CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MeetCatch: A no-bot Chrome extension that runs in a private side panel during Google Meet calls and produces cleaned-up English transcripts and summaries. 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 MeetCatch when product managers and team leads summarizing recurring meetings into shareable bullet-point notes matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
A no-bot Chrome extension that runs in a private side panel during Google Meet calls and produces cleaned-up English transcripts and summaries.
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
MeetCatch is a lightweight AI note-taking Chrome extension built exclusively for Google Meet. Instead of joining a call as a separate bot participant, it runs locally in the browser and activates automatically in a private side panel, so other attendees receive no join notification and nothing visibly records the screen. As the meeting proceeds, MeetCatch processes the call audio through its extension environment, then generates a clean, formatted summary rather than a raw word-for-word dump. Its auto-editing cleans up notes by fixing grammar and typos, removing filler words, and structuring content into readable paragraphs and bullet points. It also handles mixed-language conversations and outputs the transcript and summary in English. When the meeting ends, the finished notes can be exported as TXT or PDF. The company positions it for people who live in meetings, such as sales teams, product managers, consultants, freelancers, and students. On privacy, MeetCatch states it does not store meeting audio after processing is complete.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MeetCatch is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MeetCatch |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | No-bot capture that runs as a browser extension and never joins the call as a participant |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Private side panel that activates automatically when you join a Google Meet |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries that capture intent rather than producing a raw word-for-word transcript |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Auto-editing that fixes grammar and typos, removes filler words, and structures notes into paragraphs and bullets |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Multi-language handling that processes mixed-language meetings and outputs results in English |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export of finished notes as TXT or PDF |
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.
MeetCatch
Choose MeetCatch if you need sales reps and consultants capturing call notes without alerting clients to a recording bot — strengths include invisible, bot-free approach means no join notification to other participants.
CogniCor
MeetCatch
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MeetCatch is strong for sales reps and consultants capturing call notes without alerting clients to a recording bot. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MeetCatch 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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