CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. meetXcc: Bot-free Chrome extension that joins Google Meet invisibly, transcribes in many languages, and turns conversations into structured notes, mind maps, and action items. 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 meetXcc when visual thinkers who want mind maps in addition to written summaries 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.
Bot-free Chrome extension that joins Google Meet invisibly, transcribes in many languages, and turns conversations into structured notes, mind maps, 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
meetXcc is a Chrome extension AI notetaker built for Google Meet that operates invisibly without adding a visible bot to the participant list. Once installed, it transcribes meetings in real time across a wide range of languages and converts the spoken conversation into structured outputs, including summaries, action items, and highlight extraction. A distinctive feature is its ability to render meeting content as mind maps, giving users a visual overview of topics and how a discussion progressed, alongside more conventional summaries organized by people, topics, and timeline. The extension supports inline note-taking during the call and includes an AI meeting helper for asking questions about what was discussed. Captured transcripts and notes can be exported with one click, emailed, or synced to cloud storage, and the product offers sharing options for distributing results to colleagues. meetXcc targets users who primarily meet on Google Meet and want a lightweight, bot-free capture experience that produces both readable notes and visual artifacts. The tool is actively maintained, with a free tier covering a limited number of meetings and a paid plan for unlimited use and enhanced AI capabilities. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); meetXcc is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | meetXcc |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Bot-free, invisible capture inside Google Meet |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time transcription across many languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries organized by people, topics, and timeline |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Mind map generation from meeting content |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Action item and highlight extraction with inline note-taking |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | One-click export, email, and cloud storage sync |
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.
meetXcc
Choose meetXcc if you need google meet users who want bot-free capture without an extra participant — strengths include invisible, bot-free capture avoids adding a participant to the call.
CogniCor
meetXcc
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while meetXcc is strong for google meet users who want bot-free capture without an extra participant. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and meetXcc 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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