CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Minutes AI: Apple-focused AI note taker that records meetings and lectures, transcribes with speaker labels, and turns them into formatted notes and summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Minutes AI when professionals capturing in-person meetings and interviews on apple devices 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.
Apple-focused AI note taker that records meetings and lectures, transcribes with speaker labels, and turns them into formatted notes and 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
Minutes AI, built by Minutes AI, LLC, is an AI note-taking and transcription app focused on the Apple ecosystem, with iOS, iPad, Apple Watch, and macOS support and an Android version as well. It captures spoken content three ways: recording live audio with its built-in recorder, uploading existing audio or video files in common formats such as mp3, m4a, wav, and mp4, or importing YouTube videos. From that input it produces a word-for-word transcript with speaker labels and automatically formats AI notes with headings and bullet points, applying punctuation, capitalization, and line breaks. Users can scrub through the original audio while reading the transcript, search for specific words, ask questions about the content through a chat interface, and even transcribe in one language while taking notes in another, with support for over fifty languages. Notes can be exported as PDFs, emails, and texts. The app is aimed at professionals and students who want a fast, accessible way to capture meetings, interviews, and lectures on their Apple devices, and it is actively maintained, with updates continuing through 2025 and 2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Minutes AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Minutes AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Live recording, audio or video file upload, and YouTube import |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Word-for-word transcripts with speaker labels |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatically formatted AI notes with headings and bullet points |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Chat with your audio to extract insights and action items |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Transcribe in one language while taking notes in another, 50+ languages |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export notes as PDF, email, and text; iPhone, iPad, Apple Watch, and Mac support |
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.
Minutes AI
Choose Minutes AI if you need students recording and summarizing lectures on iphone or ipad — strengths include deep apple-ecosystem coverage including iphone, ipad, apple watch, and mac.
CogniCor
Minutes AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Minutes AI is strong for students recording and summarizing lectures on iphone or ipad. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Minutes AI 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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