CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MoAI Note: Korean AI meeting assistant that records, transcribes, and summarizes meetings with speaker separation, built by Furence Corp. in Seoul. 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 MoAI Note when public-sector or regulated organizations needing on-premise meeting transcription matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Korean AI meeting assistant that records, transcribes, and summarizes meetings with speaker separation, built by Furence Corp. in Seoul.
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
MoAI Note is an AI meeting assistant developed by the South Korean company Furence Corp. (based in Seoul) that records meetings, transcribes the audio, and automatically produces structured summaries. It is designed primarily around the Korean language and Korean business contexts, capturing audio either from in-person recordings or by connecting to online meeting platforms such as Zoom, Microsoft Teams, and Webex. The platform applies speaker diarization to attribute spoken segments to individual participants and supports speaker registration so recurring voices can be labeled. After a meeting, MoAI Note can generate summaries in several formats, including standard recaps, keyword-based notes, question-and-answer style notes, and to-do lists, and it offers translation across languages. A built-in MoAI Bot lets users query their meeting content conversationally using retrieval-augmented generation over stored transcripts. MoAI Note provides web, desktop, iOS, and Android applications, and offers an on-premise deployment option aimed at organizations with stricter security and data-residency requirements. It is suited to Korean teams, enterprises, and public-sector organizations that need accurate Korean meeting documentation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MoAI Note is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MoAI Note |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic recording and transcription of meetings with Korean-language focus |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker diarization and speaker registration to label recurring participants |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multiple summary formats (standard, keyword, Q&A, to-do list) |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | MoAI Bot for querying meeting content via retrieval-augmented generation |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Integrations with Zoom, Microsoft Teams, and Webex |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | On-premise deployment option for enterprise security |
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.
MoAI Note
Choose MoAI Note if you need korean enterprises documenting internal and client meetings — strengths include strong focus on korean-language transcription and meeting documentation.
CogniCor
MoAI Note
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MoAI Note is strong for korean enterprises documenting internal and client meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MoAI Note is a free tier with paid upgrades. 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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