CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Notta: High-accuracy transcription with 42+ language translation 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 Notta when transcribing uploaded audio and video files 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.
High-accuracy transcription with 42+ language translation
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
Notta records and transcribes meetings and uploaded audio/video in 58 languages, then generates AI summaries, chapters, and action items. It joins Zoom, Google Meet, Microsoft Teams, and Webex calls and integrates with Salesforce, HubSpot, Notion, Slack, and Zapier. The permanent free plan is limited — 120 transcription minutes per month with a hard 3-minute cap per recording, and no transcript export — so it suits trying the product more than recording full meetings; paid plans lift the caps substantially.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Notta is from $8.17/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Notta |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | 58-language transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | File upload transcription |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | CRM integrations |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | 58-language transcription |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI summaries |
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.
Notta
Choose Notta if you need multilingual meeting transcription — strengths include transcription in 58 languages — among the widest coverage.
CogniCor
Notta
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Notta is strong for multilingual meeting transcription. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Notta is from $8.17/mo. 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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