CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MeetingsAI: Privacy-first AI meeting assistant that transcribes and summarizes meetings, with on-device processing that works offline. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and MeetingsAI when capturing interviews and voice messages on a phone, including offline 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.
Privacy-first AI meeting assistant that transcribes and summarizes meetings, with on-device processing that works offline.
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
MeetingsAI is a mobile-first AI meeting assistant that records, transcribes, and summarizes meetings, interviews, calls, and voice messages, then extracts action items and to-dos from the results. Its distinguishing angle is a privacy-first design: it offers an on-device private AI mode that can run offline so audio never leaves the device, alongside an optional cloud AI mode for maximum accuracy. The app provides speaker identification, real-time translation across many languages, and a meeting chatbot that lets users query past discussions. Content can be brought in through audio and video file uploads, and recordings can be organized into folders for later reference. MeetingsAI works alongside common conferencing platforms such as Zoom, Google Meet, Microsoft Teams, and Webex through recorded-meeting imports rather than as a join-the-call bot, which suits sensitive or confidential conversations. Available for iOS and Android, it targets professionals who want meeting documentation while retaining control over where their data is processed. The product is actively maintained, with current pricing tiers, app-store listings, and supporting blog content, positioning it as a niche, privacy-oriented alternative to cloud-only note-takers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MeetingsAI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MeetingsAI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | On-device private AI transcription with offline capability |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Optional cloud AI mode for higher accuracy |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries and automatic action-item extraction |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Speaker identification and real-time translation across many languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Meeting chatbot to query past discussions |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Audio and video file uploads with folder-based organization |
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.
MeetingsAI
Choose MeetingsAI if you need transcribing and summarizing meetings where data privacy is a priority — strengths include on-device, offline mode keeps sensitive audio off external servers.
CogniCor
MeetingsAI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MeetingsAI is strong for transcribing and summarizing meetings where data privacy is a priority. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MeetingsAI 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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