CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Meetingflow: AI meeting assistant for sales teams, distributed as a Chrome extension, Microsoft Teams/365 add-on, and Slack integration, that records, transcribes, and lets you chat with meetings. 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 Meetingflow when logging meeting outcomes and updating salesforce or hubspot in one click 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.
AI meeting assistant for sales teams, distributed as a Chrome extension, Microsoft Teams/365 add-on, and Slack integration, that records, transcribes, and lets you chat with meetings.
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
Meetingflow is an AI meeting assistant aimed at sales teams selling to enterprise, distributed across multiple channels including a Chrome extension, a Microsoft Teams and Microsoft 365 add-on via AppSource, and a Slack integration, in addition to a web application. It records and transcribes meetings and generates AI summaries, but its emphasis is on the full sales workflow: preparing for calls, staying engaged during them, and following up afterward. A notable capability is the ability to chat with a meeting transcript using AI, allowing users to ask questions such as recapping a call, identifying objections, or drafting a proposal or follow-up email based on what was discussed. Meetingflow connects to CRMs including Salesforce and HubSpot, enabling one-click updates and meeting logging so that notes and outcomes flow into the systems sales teams already use. It also supports collaborative notes without recording for situations where capture is not appropriate. The product highlights security and compliance credentials such as SOC 2 Type 2, GDPR, and CCPA. Meetingflow is positioned for sellers and revenue teams who want preparation, capture, AI querying, and CRM follow-up combined in one assistant rather than transcription alone. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Meetingflow is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Meetingflow |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Recording, transcription, and AI summaries for meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Chat-with-transcript AI for recaps, objections, and drafting follow-ups |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Distributed as a Chrome extension, Microsoft Teams/365 add-on, and Slack integration |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | CRM integration with Salesforce and HubSpot, including one-click updates |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Meeting preparation tools and collaborative notes without recording |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Follow-up email drafting from meeting content |
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.
Meetingflow
Choose Meetingflow if you need sales reps preparing for and following up on enterprise meetings — strengths include available across chrome, microsoft teams/365, and slack rather than a single channel.
CogniCor
Meetingflow
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Meetingflow is strong for sales reps preparing for and following up on enterprise meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Meetingflow 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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