CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MeetingBot: Open-source meeting bot API that sends bots into Google Meet, Microsoft Teams, and Zoom to record calls, deployable to your own AWS infrastructure. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and MeetingBot when teams that want to self-host meeting capture on their own aws infrastructure for privacy 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.
Open-source meeting bot API that sends bots into Google Meet, Microsoft Teams, and Zoom to record calls, deployable to your own AWS infrastructure.
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
MeetingBot is an open-source meeting bot API that provides the infrastructure for sending bots into Google Meet, Microsoft Teams, and Zoom calls and recording them, so developers can build applications on top of meeting-recording data with a small amount of code. The project exposes a unified REST API for managing bots and accessing meeting data including video, audio, transcripts, and metadata, and ships with a visual dashboard for managing bots and viewing captured data. A distinguishing characteristic is that its entire infrastructure is defined using Terraform and deployed to AWS, which is intended to let teams self-host the platform on their own cloud account to keep meeting data private and control costs. The stack is primarily TypeScript, using a Next.js frontend, an Express backend, PostgreSQL, tRPC, and Drizzle ORM, and the project runs on scalable AWS ECS infrastructure. MeetingBot is positioned as an open-source alternative to closed-source meeting-bot vendors for developers who want recording and transcription capabilities without sending data through a third party. The project maintains a public landing page, an active community channel, and a GitHub repository under the LGPL-3.0 license. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MeetingBot is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MeetingBot |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Bot deployment to Google Meet, Microsoft Teams, and Zoom |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | REST API for managing bots and accessing recordings, transcripts, and metadata |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Visual dashboard for bot management and data viewing |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Infrastructure-as-code self-hosting via Terraform on AWS |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Scalable AWS ECS-based deployment |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | TypeScript stack with Next.js, Express, PostgreSQL, tRPC, and Drizzle ORM |
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.
MeetingBot
Choose MeetingBot if you need developers building products that need automated meeting recording across google meet, teams, and zoom — strengths include open source and self-hostable so meeting data stays in your own aws account.
CogniCor
MeetingBot
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MeetingBot is strong for developers building products that need automated meeting recording across google meet, teams, and zoom. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MeetingBot 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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