CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Mina: An AI meeting assistant that joins calls as a participant and can respond, take actions, and update connected tools live during the conversation. 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 Mina when running standups and filing tickets as an ai scrum facilitator matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
An AI meeting assistant that joins calls as a participant and can respond, take actions, and update connected tools live during the conversation.
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
Mina is an AI meeting assistant designed to actively participate in calls rather than only record them. It joins meetings as a participant on Google Meet, Zoom, and Microsoft Teams, listens to the conversation, and can operate in a reactive mode that responds only when invoked with a wake phrase, or a proactive mode that listens continuously and takes actions on its own. During a meeting, Mina can capture decisions and action items, retrieve context from connected tools in real time, and generate outputs such as summaries, proposals, and follow-ups while the conversation is still in progress. It maintains memory across meetings and can be configured for different roles, such as a moderator, scrum facilitator, or interviewer. Mina connects with a broad set of business tools, including Slack, HubSpot, Salesforce, Jira, Notion, Linear, and GitHub, allowing it to update CRMs, file tickets, and push follow-ups as part of its workflow. It is aimed at sales teams that need live discovery support and instant CRM updates, customer success teams handling renewals and reviews, project teams running standups, and hiring managers, with the goal of reducing manual post-meeting work. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Mina is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Mina |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Joins Google Meet, Zoom, and Teams as an active participant |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Reactive (wake-phrase) and proactive (always-on) operating modes |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Live generation of summaries, proposals, action items, and follow-ups |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Real-time CRM and workflow updates to connected tools |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Cross-meeting memory and configurable assistant roles |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integrations with Slack, HubSpot, Salesforce, Jira, Notion, Linear, and GitHub |
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.
Mina
Choose Mina if you need providing live discovery support and updating the crm during sales calls — strengths include acts during the meeting rather than only producing notes afterward.
CogniCor
Mina
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Mina is strong for providing live discovery support and updating the crm during sales calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Mina is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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