CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Notica: A mobile-first AI meeting assistant that records, transcribes, and summarizes meetings with action items, calendar sync, and an AI chat over past notes. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Notica when letting a bot join and record calls when the user cannot attend 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.
A mobile-first AI meeting assistant that records, transcribes, and summarizes meetings with action items, calendar sync, and an AI chat over past 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
Notica is a mobile-first AI meeting assistant that records, transcribes, and summarizes meetings, surfacing key points and structured action items along with searchable notes. Built natively for iOS first, it is designed for professionals who meet on the go and want a fast mobile workflow, including instant AI summaries and an AI chat interface that lets users ask questions about their past meeting notes directly from a phone. Notica can capture audio from online meetings on platforms such as Zoom, Google Meet, and Microsoft Teams as well as in-person conversations, and an auto bot-join capability lets it join calls, record the conversation, and capture key points even when the user is away. It also processes pre-recorded audio files into transcripts and summaries, integrates with Google Calendar, and supports multiple languages. The app is developed by Apero Technologies Group, runs across iOS, iPadOS, macOS, visionOS, and watchOS with web access, and references security measures including TLS encryption in transit and AES-256 encryption at rest. It is offered with a free trial on iOS and the web. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Notica is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Notica |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records, transcribes, and summarizes meetings with key points and action items |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Auto bot-join to capture Zoom, Google Meet, and Microsoft Teams calls |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI chat to query past meeting notes |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Audio file upload for transcript and summary generation |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Google Calendar sync and multi-language support |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Native apps across iOS, iPad, Mac, and web with encryption in transit and at rest |
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.
Notica
Choose Notica if you need capturing and summarizing meetings from a phone while on the move — strengths include mobile-first workflow optimized for users who meet on the go.
CogniCor
Notica
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Notica is strong for capturing and summarizing meetings from a phone while on the move. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Notica is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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