CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MinutesLink: AI meeting assistant for Google Meet and Zoom that records via a bot or Chrome extension and delivers transcripts and action-item summaries. 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 MinutesLink when logging sales or recruiting conversations into a crm 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.
AI meeting assistant for Google Meet and Zoom that records via a bot or Chrome extension and delivers transcripts and action-item 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
MinutesLink is an AI meeting assistant that records, transcribes, and summarizes online meetings. It offers two capture methods so users can choose what fits their workflow: an auto-joining meeting bot that connects to scheduled calls from a connected calendar, or a Chrome extension that records the meeting without adding a visible bot participant. After a call, MinutesLink produces speaker-labeled transcripts in many languages and AI-generated summaries that highlight key topics, decisions, and action items, and it lets users chat with past meetings to retrieve information. It supports Google Meet and Zoom, with Microsoft Teams listed as coming soon, and includes recording storage and organization, shareable note and transcript links, and integrations with CRM platforms such as HubSpot and Salesforce. The product targets sales teams, recruiters and HR, remote managers, marketing teams, business leaders, and students who want automated meeting documentation. With its mix of bot and bot-free recording plus CRM connections, MinutesLink is aimed at people who run frequent virtual meetings and want consistent notes without manual minute-taking. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MinutesLink is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MinutesLink |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Speaker-labeled transcripts in 100+ languages |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Choice of auto-joining meeting bot or bot-free Chrome extension capture |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries with key topics and action items |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Chat to query previous meetings |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | CRM integrations (e.g., HubSpot, Salesforce) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Shareable notes and transcript links with recording storage |
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.
MinutesLink
Choose MinutesLink if you need automatically capturing and summarizing google meet and zoom calls — strengths include flexible recording: bot or extension depending on the situation.
CogniCor
MinutesLink
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MinutesLink is strong for automatically capturing and summarizing google meet and zoom calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MinutesLink 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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