CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MeetingNotes: Chrome extension that joins browser-based Meet, Zoom, and Teams calls to provide real-time transcription and a structured AI summary afterward. 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 MeetingNotes when quickly turning a finished call into a structured summary with action items matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Chrome extension that joins browser-based Meet, Zoom, and Teams calls to provide real-time transcription and a structured AI summary afterward.
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
MeetingNotes (at meetingnotes.net) is an AI meeting notes Chrome extension that integrates with Google Meet, Zoom, and Microsoft Teams to capture meetings as they happen. Once installed and granted the required permissions, the extension records meeting content and provides real-time transcription, then produces a clear, structured AI summary as soon as the meeting ends so users do not have to take notes manually. Beyond raw transcripts, it highlights key insights and decisions and supports extracting action items, aiming to reduce the time spent reviewing long recordings. The product also offers an AI chat capability so users can ask questions and find specific topics or pain points within their captured meetings. As a lightweight browser-based tool, it targets individuals and small teams who want automatic notes across the major web conferencing platforms without standing up a heavier meeting-intelligence suite. The official site presents it as a real-time transcription and summary product with installation through the Chrome Web Store, and it is currently operating in 2025-2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MeetingNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MeetingNotes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Chrome extension for Google Meet, Zoom, and Microsoft Teams |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time transcription during the meeting |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Structured AI summary generated automatically after the meeting |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Highlights of key insights, decisions, and action items |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI chat to search and ask questions across captured meetings |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Installed and run directly from the Chrome Web Store |
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.
MeetingNotes
Choose MeetingNotes if you need solo professionals who want automatic notes across meet, zoom, and teams — strengths include lightweight, browser-based setup with no separate desktop app.
CogniCor
MeetingNotes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MeetingNotes is strong for solo professionals who want automatic notes across meet, zoom, and teams. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MeetingNotes 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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