CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Notee: Mobile-first AI voice recorder and note taker that transcribes and summarizes meetings, lectures, and interviews with speaker identification. 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 Notee when capturing lectures or interviews with speaker labels matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Mobile-first AI voice recorder and note taker that transcribes and summarizes meetings, lectures, and interviews with speaker identification.
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
Notee is a mobile-first AI voice recorder, transcriber, and summary app developed by GM UniverseApps Limited for capturing meetings, lectures, interviews, and voice notes. Users record audio on their phone (with Apple Watch support on iOS), and Notee automatically converts speech to text, producing clear transcripts, concise summaries, and action items. It includes live audio transcription and smart voice dictation for real-time speech-to-text, speaker identification to track who is speaking during a discussion, and an intelligent keyword search plus an Ask AI feature for finding what was said across historical recordings. Notes can be exported as PDF, DOC text, or WAV audio and shared directly to tools such as Slack, Google Docs, and Notion. The app is available on iOS (iPhone and Apple Watch) and Android. Notee positions itself for business professionals and executives who want discussions turned into documented meeting minutes, as well as students and educators using it for lecture capture and summarization. The developer states that recordings and transcripts remain private and that user data is never shared. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Notee is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Notee |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Live audio transcription and smart voice dictation |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries with automatic action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker identification |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Keyword search and Ask AI across past recordings |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Export as PDF, DOC text, or WAV and share to Slack, Google Docs, and Notion |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | iOS (iPhone and Apple Watch) and Android availability |
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.
Notee
Choose Notee if you need recording and summarizing in-person meetings on a phone — strengths include mobile-first with apple watch support for quick capture.
CogniCor
Notee
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Notee is strong for recording and summarizing in-person meetings on a phone. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Notee 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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