CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. myMeet.ai: AI meeting assistant that joins calls to record, transcribe, summarize, and extract action items across video platforms. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and myMeet.ai when sales and client teams reviewing call decisions and follow-ups matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AI meeting assistant that joins calls to record, transcribe, summarize, and extract action items across video platforms.
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
myMeet.ai is an AI meeting assistant that joins your video calls, records them, and produces structured documentation from the conversation. It captures meetings either by sending a bot to join the call, by connecting to your calendar so it can join scheduled meetings automatically, or by accepting uploaded recordings. From the captured audio and video it generates transcripts with speaker labels and chapter markers synchronized to the recording, then applies AI to summarize key points, identify decisions and blockers, and capture action items. The platform offers pre-built and custom AI templates so users can shape how meetings are analyzed, and an interactive query feature that lets you ask questions about a meeting to pull out specific information. Reports can be exported in DOCX, PDF, and Markdown, and the tool connects with calendar applications, CRM systems, and messaging tools for distribution and follow-up. myMeet.ai supports a large number of languages and integrates with multiple video conferencing platforms, making it suitable for distributed and multilingual teams, sales and client-facing roles, and anyone who wants searchable, structured meeting records without taking notes manually. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); myMeet.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | myMeet.ai |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Bot joins calls or auto-joins via calendar integration to record meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker-labeled transcripts with chapter markers synced to audio/video |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries highlighting key points, decisions, and action items |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Pre-built and custom AI analysis templates |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Interactive query to ask questions about a recorded meeting |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export to DOCX, PDF, and Markdown plus CRM and messaging integrations |
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.
myMeet.ai
Choose myMeet.ai if you need distributed teams capturing and summarizing recurring meetings — strengths include flexible capture via bot, calendar auto-join, or recording upload.
CogniCor
myMeet.ai
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while myMeet.ai is strong for distributed teams capturing and summarizing recurring meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and myMeet.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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