CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Metaview: AI notetaker and recruiting platform that joins interviews to auto-generate structured interview notes and feedback. 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 Metaview when hiring managers generating consistent interview feedback and scorecards 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 notetaker and recruiting platform that joins interviews to auto-generate structured interview notes and feedback.
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
Metaview is an AI recruiting platform built specifically around the hiring interview as a meeting type. Its notetaker joins recruiting and hiring-manager calls, transcribes the conversation, and produces structured interview notes and summaries the moment the call ends, so interviewers can focus on the candidate instead of writing things down. The notes can be shaped to match a team's interview templates and scorecards, and the platform also supports bulk import of transcripts captured elsewhere. Beyond the notetaker, Metaview has expanded into a broader recruiting workflow that includes candidate search, reporting and analytics on hiring conversations, and AI agents for sourcing and screening, all with human oversight. It is used by recruiters, hiring managers, and executive-search and agency teams ranging from startups to large enterprises. For directory purposes, the core relevance is its interview-specific meeting capture: instead of generic meeting notes, it generates recruiting-oriented documentation tied to the structure of a hiring conversation, helping teams keep candidate feedback consistent and avoid chasing interviewers for write-ups. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Metaview is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Metaview |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI notetaker that joins recruiting and interview calls and captures the conversation |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic structured interview notes and summaries delivered when the call ends |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Customizable note structures aligned to interview templates and scorecards |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Bulk import of transcripts captured on other platforms |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Reporting and analytics across interview conversations |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Candidate search and AI sourcing/screening agents within the wider platform |
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.
Metaview
Choose Metaview if you need recruiters capturing structured notes from candidate screening calls — strengths include purpose-built for the hiring-interview meeting type rather than generic notes.
CogniCor
Metaview
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Metaview is strong for recruiters capturing structured notes from candidate screening calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Metaview is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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