CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. NoteWave: An indie AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Teams, Google Meet, in-person, and uploaded audio. 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 NoteWave when recording in-person meetings or interviews directly from a phone or browser 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.
An indie AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Teams, Google Meet, in-person, and uploaded audio.
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
NoteWave is an AI meeting assistant built by Blaze AI Solutions, a small South African startup that launched the product publicly on Product Hunt in September 2025. It is designed to capture meetings wherever they happen: you can record live in the browser or on mobile, connect it to online calls on Zoom, Microsoft Teams, and Google Meet, or upload existing audio files in formats such as MP3, WAV, and M4A. From that audio, NoteWave produces transcripts with speaker identification, AI-generated summaries, automatic topic tagging, and detected action items, aiming to turn raw conversation into a structured record teams can act on. An assistant feature lets users query past meetings in natural language to find what was discussed. The tool supports many languages and is positioned for businesses and teams that want a single place to capture both remote and in-person discussions rather than being locked to one conferencing platform. As an early-stage indie product it is actively iterating, with collaboration and editing features for shared notes. Always confirm current capabilities and any compliance claims directly on the official site before relying on them. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); NoteWave is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | NoteWave |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records and transcribes meetings from Zoom, Microsoft Teams, Google Meet, browser, and mobile |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Uploads and transcribes existing audio files (MP3, WAV, M4A) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker identification and AI-generated summaries |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic topic tagging and action-item detection |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Assistant for querying past meetings in natural language |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Multilingual transcription support |
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.
NoteWave
Choose NoteWave if you need capturing notes and action items from remote calls across zoom, teams, and google meet — strengths include captures both online and in-person meetings plus uploaded audio in one tool.
CogniCor
NoteWave
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while NoteWave is strong for capturing notes and action items from remote calls across zoom, teams, and google meet. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and NoteWave 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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