CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MeetGeek: Auto-join recorder with meeting analytics and talk-time insights Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and MeetGeek when piping notes into slack, notion, and crms automatically 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.
Auto-join recorder with meeting analytics and talk-time insights
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
MeetGeek records and transcribes Zoom, Google Meet, and Microsoft Teams meetings in 100+ languages, then generates AI summaries, highlights, and action items. It connects to 7,000+ apps (Slack, Notion, HubSpot, Salesforce, Zapier, Make, n8n) and offers team workspaces and conversation analytics on higher tiers. The free Basic plan includes 3 hours of transcription per month; paid plans raise the limits and retention.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MeetGeek is from $9.99/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MeetGeek |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | 100+ languages |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | 7,000+ integrations |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Team analytics |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | 100+ languages |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI summaries |
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.
MeetGeek
Choose MeetGeek if you need multilingual meeting transcription — strengths include free plan with 3 hours of transcription per month.
CogniCor
MeetGeek
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MeetGeek is strong for multilingual meeting transcription. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MeetGeek is from $9.99/mo. 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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