CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MeetMinutes: An AI notetaker that records, transcribes, and summarizes online and offline meetings across major platforms with multilingual support. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and MeetMinutes when capturing and summarizing multilingual or mixed-language meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
An AI notetaker that records, transcribes, and summarizes online and offline meetings across major platforms with multilingual support.
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
MeetMinutes is an AI-powered notetaker that records, transcribes, and summarizes both online and offline meetings. It integrates with major meeting platforms including Google Meet, Microsoft Teams, and Zoom, and syncs with Google Calendar and Microsoft Calendar so meetings can be captured automatically as they are scheduled. A notable emphasis is multilingual transcription, with the company describing support for multiple languages within the same meeting. After a meeting, MeetMinutes produces AI summaries and converts discussion into action items that can be pushed into compatible to-do tools. It offers search across meetings to locate specific words and timestamps, and a chat interface that lets users query their meetings through an AI assistant. The platform emphasizes data protection with GDPR compliance, encrypted storage, and secure transmission. MeetMinutes is oriented toward enterprises and teams seeking to reduce manual note-taking and standardize meeting documentation, and it states that it is used by a range of larger organizations. It suits teams that hold meetings across several platforms and need consistent, searchable summaries and action-item tracking. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MeetMinutes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MeetMinutes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records, transcribes, and summarizes online and offline meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Integrations with Google Meet, Microsoft Teams, and Zoom |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Google and Microsoft calendar sync for automatic capture |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Multilingual transcription, including multiple languages in one meeting |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Action items that export to compatible to-do tools |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Search across meetings by word and timestamp, plus an AI chat interface |
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.
MeetMinutes
Choose MeetMinutes if you need teams running meetings across zoom, teams, and google meet — strengths include strong multilingual support, including mixed-language meetings.
CogniCor
MeetMinutes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MeetMinutes is strong for teams running meetings across zoom, teams, and google meet. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MeetMinutes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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