CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. NoteGPT: AI note-taker that records, transcribes and summarizes meetings, lectures, podcasts and videos into organized notes. 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 NoteGPT when turning lectures and podcasts into structured study notes 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.
AI note-taker that records, transcribes and summarizes meetings, lectures, podcasts and videos into organized notes.
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
NoteGPT is an AI learning and note-taking assistant that includes a dedicated meeting note-taker for capturing and summarizing conversations. For meetings, lectures, podcasts and online videos, it records or accepts uploaded audio and video, transcribes the speech to text, separates and labels speakers, and then generates clean, organized notes and summaries with key points. It works with recordings from platforms such as Zoom, Google Meet and Microsoft Teams, can process long recordings and large files, and supports batch uploads of multiple files. NoteGPT also offers translation across many languages so notes can be shared with multilingual teams, and an AI chat layer that lets users ask questions about the transcript and pull out specific details. Alongside the meeting note-taker, the broader NoteGPT platform summarizes YouTube videos, PDFs, documents and articles and creates study aids such as flashcards and quizzes, which makes it popular with students and educators in addition to professionals. It is available as a web application and a lightweight browser extension. The tool is aimed at students, educators, researchers, consultants and team leads who want to stay engaged in a conversation rather than 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); NoteGPT is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | NoteGPT |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records, transcribes and summarizes meetings, lectures and podcasts |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Works with Zoom, Google Meet and Microsoft Teams recordings |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker separation and labeling in transcripts |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Support for long recordings, large files and batch uploads |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI chat to ask questions about a transcript and extract details |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Translation across many languages for shared notes |
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.
NoteGPT
Choose NoteGPT if you need summarizing uploaded zoom, meet or teams meeting recordings — strengths include free meeting note-taker option with no sign-up required for basic use.
CogniCor
NoteGPT
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while NoteGPT is strong for summarizing uploaded zoom, meet or teams meeting recordings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and NoteGPT 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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