CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MiaRec: MiaRec is an AI-powered call recording, transcription, and conversation intelligence platform for contact centers. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and MiaRec when compliance teams recording and redacting calls to meet pci/pii/phi requirements 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.
MiaRec is an AI-powered call recording, transcription, and conversation intelligence platform for contact centers.
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
MiaRec is a contact center intelligence platform built around compliant call recording, automatic speech-to-text transcription, and AI-driven conversation analytics. It captures voice interactions and can transcribe up to 100% of calls, automatically detecting and transcribing multiple languages within a single conversation. From those transcripts it generates structured call summaries, sentiment scores, and topic tags, and powers automated quality management (Auto QA) that evaluates interactions instead of relying on manual sampling. The platform also offers customer experience and revenue intelligence, screen recording, live monitoring, and automatic redaction of sensitive data such as card numbers, SSNs, and emails to support PCI DSS and PII/PHI compliance. It includes role-based access control, multi-tenant architecture, customizable retention policies, and API integration, and provides a tested integration for capturing Microsoft Teams contact center and back-office calls. MiaRec is aimed at contact center leaders, quality and compliance teams, sales managers, and customer service operations that need full visibility into recorded conversations rather than ad hoc sampling.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MiaRec is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MiaRec |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic speech-to-text transcription of up to 100% of calls with multi-language detection |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI-generated call summaries, sentiment scoring, and topic/conversation tagging |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automated quality management (Auto QA) that evaluates every interaction |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic redaction of sensitive data (card numbers, SSNs, emails) for PCI/PII/PHI compliance |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Live call monitoring and screen recording |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Microsoft Teams integration plus API access, multi-tenant architecture, and role-based access control |
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.
MiaRec
Choose MiaRec if you need contact centers transcribing and analyzing customer calls for quality assurance and coaching — strengths include transcribes and analyzes the full volume of calls rather than relying on manual sampling.
CogniCor
MiaRec
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MiaRec is strong for contact centers transcribing and analyzing customer calls for quality assurance and coaching. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MiaRec is custom pricing. 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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