CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Notuly: Dutch AI app that records conversations, transcribes them, and emails structured summaries with action points, built for the Dutch language. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Notuly when small teams needing gdpr-compliant dutch meeting summaries by email matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Dutch AI app that records conversations, transcribes them, and emails structured summaries with action points, built for the Dutch language.
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
Notuly is a Netherlands-based AI meeting notes application built specifically for the Dutch language and Dutch organizations. Its core workflow is designed to be simple: a user starts a recording (for example, by placing a phone on the table during an in-person conversation or capturing an online meeting), and Notuly automatically transcribes the audio and produces a structured summary that is delivered by email and inside the app. The summaries include concrete action points extracted from the discussion, helping teams turn conversations into follow-up tasks. Notuly emphasizes Dutch-language recognition and GDPR compliance, processing audio on servers in Amsterdam and deleting the audio immediately after transcription rather than retaining recordings. It supports multiple speakers and offers Word (.docx) export with customizable templates, plus unlimited sharing of finished summaries. The product is available as a web app and on iOS and Android. Notuly is aimed at Dutch professionals, smaller teams, and organizations that want accurate Dutch meeting summaries with a privacy-first, European data-processing approach rather than a large international platform. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Notuly is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Notuly |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic Dutch-language transcription of recorded conversations |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI-generated summaries with extracted action points, delivered by email and in-app |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multi-speaker support |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Word (.docx) export with customizable templates |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | European data processing on Amsterdam servers with immediate audio deletion |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Web, iOS, and Android applications |
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.
Notuly
Choose Notuly if you need dutch professionals summarizing in-person meetings recorded on a phone — strengths include purpose-built for the dutch language with a privacy-first european data approach.
CogniCor
Notuly
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Notuly is strong for dutch professionals summarizing in-person meetings recorded on a phone. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Notuly 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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