CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Notigo: Real-time AI meeting assistant that generates live summaries, structured notes, and action items as conversations unfold. 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 Notigo when helping educators and students organize lectures and study sessions 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.
Real-time AI meeting assistant that generates live summaries, structured notes, and action items as conversations unfold.
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
Notigo is an AI-powered meeting assistant that captures and structures meeting notes in real time as a conversation happens, rather than only producing a transcript after the fact. It listens to the discussion, identifies key points, decisions, and action items, and continuously builds an organized, shareable set of notes throughout the meeting. The product positions itself for a range of professional contexts, with dedicated solution pages for business teams, education, consultants, and legal professionals, reflecting an emphasis on adapting its output to different meeting types. Notigo supports multilingual transcription and translation across a large set of languages, includes real-time collaborative editing so multiple participants can contribute to the same notes, and offers post-meeting editing and sharing. Notes can be exported in common document formats for record-keeping and follow-up. The website is actively maintained, with sign-up and login flows, customer testimonials, security references, and a free entry tier. It is best suited to teams and individuals who want structured meeting documentation produced live instead of reviewing a raw transcript later. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Notigo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Notigo |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time meeting summaries generated during the conversation |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic extraction of key points, decisions, and action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multilingual transcription and translation support |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Real-time collaborative note editing for multiple participants |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Export of notes to common document formats (PDF, Word, TXT) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Profession-specific solution pages for business, education, consultants, and legal |
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.
Notigo
Choose Notigo if you need capturing structured notes during business and team meetings — strengths include produces structured notes live instead of only a post-meeting transcript.
CogniCor
Notigo
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Notigo is strong for capturing structured notes during business and team meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Notigo 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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