CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Mobvoi TicNote: Portable AI voice recorder device that records, transcribes, translates, and summarizes meetings, calls, and lectures. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Mobvoi TicNote when transcribing lectures and interviews for students and journalists 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.
Portable AI voice recorder device that records, transcribes, translates, and summarizes meetings, calls, and lectures.
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
Mobvoi TicNote is a slim, portable AI voice recorder device paired with a companion app and cloud service for capturing and processing spoken content. The hardware is a lightweight card-style recorder (with related earbud-style recording options) built with multiple microphones for clear capture of meetings, calls, lectures, and conversations. Its built-in AI assistant, Shadow, transcribes audio in real time across more than 120 languages and generates concise summaries, meeting minutes, and mind maps from what was recorded. The device is designed to let users stay present in a conversation while it handles note-taking automatically, and processed transcripts and summaries are accessible through the TicNote cloud platform. Because it is a dedicated wearable-style recorder rather than software that joins a video call, TicNote is well suited to capturing in-person meetings, phone calls, interviews, and classes. Mobvoi positions it for immigrants and international students, journalists and reporters, global business teams, creators and podcasters, students and researchers, and sales and marketing professionals who need reliable transcription and summarization on the go without depending on a laptop or a meeting bot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Mobvoi TicNote is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Mobvoi TicNote |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Portable AI voice recorder hardware with multiple microphones |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time transcription in 120+ languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI-generated summaries, meeting minutes, and mind maps |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Translation support across many languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Cloud platform for accessing transcripts and summaries |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Captures in-person meetings, calls, and lectures without a bot |
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.
Mobvoi TicNote
Choose Mobvoi TicNote if you need recording and summarizing in-person meetings and phone calls — strengths include dedicated hardware captures in-person meetings and calls reliably.
CogniCor
Mobvoi TicNote
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Mobvoi TicNote is strong for recording and summarizing in-person meetings and phone calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Mobvoi TicNote 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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