CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Notulen AI: Indonesian AI meeting agent that automatically joins calls, transcribes them, and sends summaries and action items in Bahasa Indonesia and English. 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 Notulen AI when distributing summaries and action items to participants after calls 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.
Indonesian AI meeting agent that automatically joins calls, transcribes them, and sends summaries and action items in Bahasa Indonesia and English.
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
Notulen AI is an Indonesian AI meeting assistant built for teams that conduct meetings in Bahasa Indonesia and English. After a user connects their calendar, the assistant automatically joins scheduled meetings on Zoom, Google Meet, and Microsoft Teams as a bot, records and transcribes the conversation, and then generates structured meeting notes. The output includes summaries, captured decisions, and extracted action items, which are delivered to participants shortly after the meeting ends. The product is aimed at making post-meeting documentation effortless for productive teams in Indonesia, removing the need for someone to manually take minutes during a call. Notulen AI handles bilingual conversations, which is common in Indonesian business settings where speakers mix Bahasa Indonesia with English. It is offered as a web application with a login portal, and the company also publishes a companion mobile app. The service uses tiered plans based on recording usage and offers a short free trial for new users. Notulen AI is a distinct product from other similarly named Indonesian transcription services and focuses specifically on the automated meeting-agent workflow of join, transcribe, summarize, and distribute. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Notulen AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Notulen AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Calendar integration so the bot joins meetings automatically |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Recording and transcription for Zoom, Google Meet, and Microsoft Teams |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Bilingual support for Bahasa Indonesia and English |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic meeting summaries and captured decisions |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Action-item extraction and tracking |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Post-meeting notes delivered to participants by email |
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.
Notulen AI
Choose Notulen AI if you need automating minutes for recurring indonesian business meetings — strengths include purpose-built for indonesian teams working in mixed bahasa indonesia and english.
CogniCor
Notulen AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Notulen AI is strong for automating minutes for recurring indonesian business meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Notulen AI 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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