CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Minom: India-built AI meeting notes app that records conversations and generates speaker-aware minutes, decisions, and action items across major Indian languages. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Minom when generating minutes of meeting, decisions, and action items for indian teams matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
India-built AI meeting notes app that records conversations and generates speaker-aware minutes, decisions, and action items across major Indian languages.
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
Minom is an India-built AI meeting notes application designed for multilingual Indian teams. It records in-person conversations through a device microphone and can also import online meeting transcripts, then produces speaker-aware summaries, minutes of meeting (MoM), decisions, and action items automatically. According to its official site, Minom is positioned specifically for Indian organizations and supports transcription in a broad set of Indian languages including Hindi, Gujarati, Marathi, Tamil, Telugu, Kannada, Malayalam, Bengali, and Punjabi, alongside English and other global languages. It is built to handle Indian accents and multi-speaker meeting flow, converting speech into structured text. The product supports conference-room/in-person recording and integration with Microsoft Teams meeting transcripts, with outputs organized into transcripts, summaries, decisions, speaker notes, and follow-up tasks. Minom is available as an Android app via Google Play, with an iOS version listed as coming soon, and offers a web dashboard for reviewing generated notes. It targets teams that conduct meetings in regional Indian languages and need accurate, structured documentation rather than relying on global tools optimized primarily for English. Pricing and full plan details are listed on the official website. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Minom is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Minom |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records in-person/conference-room conversations via microphone |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Generates speaker-aware summaries, decisions, and action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Transcription support for many Indian languages (Hindi, Gujarati, Marathi, Tamil, Telugu, Kannada, Malayalam, Bengali, Punjabi) plus English and global languages |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Imports Microsoft Teams meeting transcripts |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Produces structured minutes of meeting (MoM) and follow-up tasks |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Android app with web dashboard (iOS listed as coming soon) |
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.
Minom
Choose Minom if you need documenting multilingual business meetings held in hindi or regional indian languages — strengths include built specifically for multilingual indian teams and indian accents.
CogniCor
Minom
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Minom is strong for documenting multilingual business meetings held in hindi or regional indian languages. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Minom 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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