CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MeetingJuice: AI notetaker built for Google Meet, distributed as a Chrome extension and Google Workspace Marketplace add-on, that transcribes calls and generates summaries and action items. 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 MeetingJuice when capturing meetings automatically when the organizer cannot attend 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.
AI notetaker built for Google Meet, distributed as a Chrome extension and Google Workspace Marketplace add-on, that transcribes calls and generates summaries and action items.
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
MeetingJuice is an AI notetaker designed specifically for Google Meet and distributed both as a Chrome extension and as a Google Workspace Marketplace add-on. After installation, it captures meeting conversations in real time, attributes speech to individual speakers, and produces transcripts that can be reviewed, searched, and exported. Once a meeting ends, MeetingJuice generates AI summaries in multiple formats (such as a brief overview or detailed minutes) and extracts action items and decisions so teams do not have to type notes during the call. The tool integrates tightly with the Google ecosystem, allowing users to export results to Google Docs, Gmail drafts, and Slack, and offers custom templates so teams can standardize how summaries are formatted. Because it is available as a Workspace add-on, a bot can join and capture a meeting even when the organizer is absent, while the Chrome extension supports live capture when the user is present. It supports transcription across many languages and offers full-text search across transcripts and meeting metadata, making it suited to teams that run most of their meetings inside Google Meet. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MeetingJuice is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MeetingJuice |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time transcription with per-speaker attribution for Google Meet |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI-generated summaries in multiple formats (overview, detailed minutes) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic action item and decision extraction |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | One-click export to Google Docs, Gmail drafts, and Slack |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Available as both a Chrome extension and a Google Workspace Marketplace add-on |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Custom summary templates and full-text search across transcripts |
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.
MeetingJuice
Choose MeetingJuice if you need teams that run most meetings in google meet and want notes exported into google docs and gmail — strengths include deep, native integration with google meet and google workspace apps.
CogniCor
MeetingJuice
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MeetingJuice is strong for teams that run most meetings in google meet and want notes exported into google docs and gmail. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MeetingJuice 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.
More head-to-head comparisons involving CogniCor and MeetingJuice.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cresta: Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Daglo: Korean all-in-one AI notetaker by Action Power that records, transcribes, and summarizes meetings and lectures, with strong Korean recognition and post-recording tools. Below, they line up on price, capture method, and how each fits a real meeting stack.