CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MeetFlow: Norwegian-built AI meeting assistant with Nordic-language transcription, agenda suggestions and decision tracking. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and MeetFlow when tracking decisions and follow-up tasks across recurring meetings 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.
Norwegian-built AI meeting assistant with Nordic-language transcription, agenda suggestions and decision tracking.
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
MeetFlow is an AI meeting assistant developed by a Norwegian company that goes beyond plain transcription to act as an active meeting helper. It transcribes meetings and produces structured summaries and takeaways, while also offering features such as agenda suggestions drawn from prior meetings, decision and task tracking with deadline reminders, and language and sentiment analysis. The platform supports a dozen languages including Norwegian, Swedish and Danish, and can recognize multiple languages used within a single meeting, which suits Nordic teams that mix languages. MeetFlow markets GDPR-conscious, security-minded operation aimed at Nordic businesses, and provides industry-tailored variants for areas such as sales, healthcare and education. A free trial is available without requiring a credit card. The product positions itself as a meeting-intelligence layer that builds a project history and knowledge base over time rather than only delivering a one-off transcript, making it most relevant to Norwegian and broader Nordic organizations that want native-language meeting support combined with ongoing tracking of decisions and follow-ups across recurring meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MeetFlow is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MeetFlow |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Transcription with Nordic-language support (Norwegian, Swedish, Danish) |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Multi-language recognition within a single meeting |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Structured summaries and takeaways |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Agenda suggestions based on meeting history |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Decision and task tracking with deadline reminders |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Language and sentiment analysis |
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.
MeetFlow
Choose MeetFlow if you need transcribing and summarizing norwegian, swedish or danish meetings — strengths include built by a norwegian company with native nordic-language focus.
CogniCor
MeetFlow
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MeetFlow is strong for transcribing and summarizing norwegian, swedish or danish meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MeetFlow 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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