CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Motion AI Notetaker: AI notetaker inside Motion's productivity suite that joins calls, transcribes and summarizes them, and converts action items into scheduled tasks. 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 Motion AI Notetaker when teams that want notes and to-dos in one productivity platform 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.
AI notetaker inside Motion's productivity suite that joins calls, transcribes and summarizes them, and converts action items into scheduled tasks.
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
Motion's AI Notetaker is the meeting-capture feature within Motion, a broader AI productivity and work-management platform. When enabled, the notetaker automatically joins virtual calls on Zoom, Google Meet and Microsoft Teams, records video and audio, and transcribes the conversation, then generates structured summaries covering attendees, key points, decisions, context and action items shortly after the meeting ends. Transcripts, recordings and notes are stored together in a dedicated meeting-notes area and are searchable, with summary sections linked back to the relevant moment in the recording so users can jump to a specific point. Its distinguishing feature is the tie-in with Motion's task and calendar engine: action items surfaced from a meeting can be turned into tasks with assignees, deadlines and durations, and then automatically scheduled around the user's existing commitments. The notetaker supports transcription across many spoken languages while keeping summaries in English for consistency. Motion is aimed at busy professionals, managers and teams who want their meeting notes to flow directly into an actionable, automatically scheduled to-do list rather than living in a separate notes tool. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Motion AI Notetaker is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Motion AI Notetaker |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Auto-joins Zoom, Google Meet and Microsoft Teams calls |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Records and transcribes meetings with multilingual transcription support |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Structured summaries with attendees, key points, decisions and action items |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Action items convertible into scheduled tasks with deadlines |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Searchable notes linked to timestamps in the recording |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Part of an integrated productivity and calendar platform |
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.
Motion AI Notetaker
Choose Motion AI Notetaker if you need managers turning meeting action items into scheduled tasks automatically — strengths include tight integration between meeting notes and automatic task scheduling.
CogniCor
Motion AI Notetaker
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Motion AI Notetaker is strong for managers turning meeting action items into scheduled tasks automatically. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Motion AI Notetaker 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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