CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Memo AI: AI transcription and meeting notetaker available as a Chrome extension and web app that records calls, generates transcripts with speaker labels, and produces AI summaries. 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 Memo AI when uploading recorded audio or video for transcription and 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.
AI transcription and meeting notetaker available as a Chrome extension and web app that records calls, generates transcripts with speaker labels, and produces AI summaries.
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
Memo AI is an AI transcription and meeting notetaking tool offered both as a Chrome extension and as a web application. The Chrome extension records online meetings directly from the browser and automatically generates transcripts with speaker identification, structured notes that highlight key topics, and extracted action items. It supports a broad set of browser-based meeting platforms, including Google Meet, Zoom on the web, Microsoft Teams, and Webex, as well as webinars and any browser tab playing audio, giving it flexible coverage for different meeting environments. Beyond live capture, the companion web app accepts uploaded audio and video files, producing timestamped transcripts with clickable navigation, AI-generated summaries and key points, and exports to formats such as PDF, Word, and plain text. Memo AI also builds a searchable knowledge base of meeting history so teams can revisit past conversations, and it offers workspace and project organization for collaboration. The product positions itself for professionals who need both real-time browser capture and after-the-fact transcription of recorded media, combining a meeting notetaker workflow with a general transcription service in one platform. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Memo AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Memo AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Chrome extension that records and transcribes browser-based meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker identification and diarization in transcripts |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Structured notes, AI summaries, and action item extraction |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Support for Google Meet, Zoom web, Microsoft Teams, Webex, and any audio tab |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Web app for uploading and transcribing audio and video files |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Timestamped, clickable transcripts and exports to PDF, Word, and text |
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.
Memo AI
Choose Memo AI if you need transcribing live browser meetings across meet, zoom, teams, and webex — strengths include covers both live browser capture and uploaded-file transcription.
CogniCor
Memo AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Memo AI is strong for transcribing live browser meetings across meet, zoom, teams, and webex. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Memo AI 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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