CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. meetergo: German GDPR-focused scheduling platform whose meetergo Log component adds local, bot-free meeting transcription and AI-generated minutes. 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 meetergo when recording and summarising meet, zoom or teams calls without a visible bot 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.
German GDPR-focused scheduling platform whose meetergo Log component adds local, bot-free meeting transcription and AI-generated minutes.
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
meetergo is a German platform from meetergo GmbH, based in Monheim am Rhein, that combines appointment scheduling with meeting productivity tools and a strong emphasis on data sovereignty. While its core is GDPR-compliant scheduling and video conferencing, meetergo also offers meetergo Log, a desktop application focused on meeting transcription and AI-generated minutes. meetergo Log records meetings from Google Meet, Zoom and Microsoft Teams locally, processing audio on the user's device with local AI models rather than uploading streams to external servers, so participants do not see a separate recording bot in the call. It transcribes in real time, supports 40+ languages with automatic detection, and generates structured minutes that capture decisions and tasks, with full-text search across past transcripts and the ability to import existing audio files. The desktop app runs on macOS and Windows, with Linux noted as planned. meetergo positions itself as solving the two-app problem by uniting scheduling and meeting notes in one ecosystem, with company data stored on servers in Europe. As of 2025/2026 the official website resolves to a live, actively developed product. It suits European teams that want scheduling plus privacy-first local meeting transcription from a single German vendor. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); meetergo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | meetergo |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | meetergo Log desktop app for local, bot-free meeting transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | On-device AI processing of recordings rather than uploading audio to the cloud |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Real-time transcription with 40+ languages and auto-detection |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI-generated structured minutes capturing decisions and tasks |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Full-text search across past transcripts and audio file import |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integrated scheduling and video-conferencing within the same platform |
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.
meetergo
Choose meetergo if you need european teams wanting gdpr-focused scheduling plus local meeting transcription — strengths include local, bot-free recording with a privacy-first, german/eu data approach.
CogniCor
meetergo
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while meetergo is strong for european teams wanting gdpr-focused scheduling plus local meeting transcription. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and meetergo is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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