CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Meeting Ink: Taiwan-built AI meeting assistant that transcribes and summarizes online and in-person meetings, with strong Traditional Chinese, Taiwanese, and Hakka support. 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 Meeting Ink when cross-language teams that want transcripts and translated summaries from video calls 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.
Taiwan-built AI meeting assistant that transcribes and summarizes online and in-person meetings, with strong Traditional Chinese, Taiwanese, and Hakka support.
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 Ink is an AI meeting assistant developed in Taiwan that automatically records, transcribes, and summarizes both online video conferences and in-person meetings. It connects with Zoom, Google Meet, Microsoft Teams, and Webex, and can also record directly from a browser tab or take uploaded audio files. After a meeting, it produces contextual AI summaries using customizable templates, identifies and separates speakers, and lets users edit transcripts. A distinguishing strength is its localized language handling: alongside Traditional Chinese, English, and Japanese, it recognizes Taiwanese (Hokkien) and Hakka dialects, which sets it apart from most international tools that focus only on Mandarin. It offers multi-language translation, real-time captioning during meetings, custom industry terminology recognition, and Google Calendar integration so a bot can automatically join scheduled meetings. The product is available across web, iOS, Android, Windows, and Mac, plus a Chrome extension. Meeting Ink is actively operating with a free tier and several paid subscription plans, priced in New Taiwan Dollars, and draws on cloud and AI infrastructure from providers such as Microsoft Azure, AWS, OpenAI, and NVIDIA. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Meeting Ink is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Meeting Ink |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic transcription and AI summaries for online and in-person meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Integrations with Zoom, Google Meet, Microsoft Teams, and Webex plus browser-tab recording |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Taiwanese (Hokkien) and Hakka dialect recognition in addition to Traditional Chinese, English, and Japanese |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Speaker identification, real-time captions, and multi-language translation |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Customizable summary templates and custom terminology recognition |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Google Calendar integration with automatic bot attendance |
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 Ink
Choose Meeting Ink if you need taiwanese teams needing meeting notes that capture local dialects and terminology — strengths include strong support for taiwanese and hakka dialects that most global tools lack.
CogniCor
Meeting Ink
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Meeting Ink is strong for taiwanese teams needing meeting notes that capture local dialects and terminology. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Meeting Ink 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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