CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Meeting BaaS: French developer API (by SAS Spoke) that sends recording bots into Zoom, Meet, and Teams to capture audio, video, and transcripts for building meeting tools. 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 Meeting BaaS when developers building custom ai notetakers or meeting analytics 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.
French developer API (by SAS Spoke) that sends recording bots into Zoom, Meet, and Teams to capture audio, video, and transcripts for building meeting tools.
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
Meeting BaaS ("Meetings Bots as a Service") is a developer-focused API platform operated by the French company SAS Spoke. Rather than being an end-user meeting assistant, it provides the infrastructure that lets developers programmatically send recording bots into online meetings and retrieve the resulting data. Through a single unified API, SDKs, and HTTP requests, developers can start recording meetings across Zoom, Google Meet, and Microsoft Teams, then access raw audio and video, full transcripts, and speaker metadata with timestamps. Transcription can be produced via providers such as Gladia or a developer's own service, and the platform offers webhooks and MCP servers for integration, plus the ability to self-host on a developer's own infrastructure. Because it exposes the underlying capture and transcription layer, Meeting BaaS is the building block companies use to add meeting recording, transcription, and AI features to their own products without each maintaining separate bots for every conferencing platform. It is best for engineering teams and startups that want to embed meeting capture and transcription into their applications rather than buy a finished notetaker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Meeting BaaS is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Meeting BaaS |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Unified API for Zoom, Google Meet, and Microsoft Teams |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Programmatic recording bots via SDKs and HTTP requests |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Access to raw audio, video, and full transcripts |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Speaker metadata with timestamps |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Webhooks and MCP server integration |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Self-hosting option with open-source components |
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.
Meeting BaaS
Choose Meeting BaaS if you need startups embedding meeting recording into their own products — strengths include single api abstracts away platform-specific meeting bots.
CogniCor
Meeting BaaS
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Meeting BaaS is strong for startups embedding meeting recording into their own products. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Meeting BaaS 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.
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