CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Meeting Metrics: Swiss AI meeting intelligence platform with transcription, summaries and analytics, processed and stored on Swiss servers. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Meeting Metrics when searching and querying past meeting content via chat 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.
Swiss AI meeting intelligence platform with transcription, summaries and analytics, processed and stored on Swiss servers.
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 Metrics is a Swiss AI meeting intelligence platform operated by Meeting Metrics GmbH, based in St. Gallen, Switzerland, and associated with Emini Arts GmbH. It provides automatic transcription, summaries and analysis of meetings, supporting many languages with a particular emphasis on German and Swiss German dialects. Beyond producing transcripts, the platform offers speaker recognition, customizable summary templates, task management and an interactive chat function that lets users search and ask questions about meeting content. A central theme of the product is Swiss data sovereignty: audio files are processed and stored on Swiss servers, and enterprise plans can run local AI on Swiss infrastructure without relying on external APIs, with on-premise deployment under evaluation for sectors such as banking. The company notes ongoing development of mobile apps and integrations with conferencing platforms. Meeting Metrics is aimed at Swiss and DACH organizations that need accurate German and Swiss German meeting documentation combined with analytics, while keeping all processing inside Switzerland for compliance and confidentiality reasons. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Meeting Metrics is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Meeting Metrics |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic transcription, summaries and meeting analytics |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker recognition with customizable summary templates |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Interactive chat to search and query meeting content |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Strong German and Swiss German language support across many languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Processing and storage on Swiss servers, with local-AI enterprise options |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Automatic transcription, summaries and meeting analytics |
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 Metrics
Choose Meeting Metrics if you need transcribing and analyzing german and swiss german meetings — strengths include swiss data sovereignty with processing and storage in switzerland.
CogniCor
Meeting Metrics
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Meeting Metrics is strong for transcribing and analyzing german and swiss german meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Meeting Metrics is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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