CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Noty.ai: An AI meeting assistant with a Chrome extension that transcribes calls in real time and generates summaries and action items. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Noty.ai when generating shareable summaries and task lists after meetings 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.
An AI meeting assistant with a Chrome extension that transcribes calls in real time and generates summaries and action items.
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
Noty.ai is an AI-powered meeting assistant focused on turning conversations into documented action. It provides real-time transcription during meetings, capturing details and deadlines as the discussion happens so users do not have to take notes manually, and it lets participants highlight key moments and add comments while the meeting is in progress. After a meeting ends, Noty generates a summary containing the essential information, which users can review, edit, and share with their team. The platform automatically detects tasks, deadlines, and the people they are assigned to, organizing them into to-do lists that can be distributed by email. Noty is available as a browser extension and works with online meeting platforms such as Google Meet and Zoom, and it connects with workplace tools including Google Docs to integrate meeting data into existing workflows. By tracking discussions across multiple sessions, it helps teams maintain continuity and accountability between meetings. It is aimed at professionals and teams who want lightweight, real-time meeting capture with automatic summaries and task tracking rather than a heavier conferencing suite. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Noty.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Noty.ai |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time transcription during meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Highlighting and commenting on key moments live |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Post-meeting summaries that can be edited and shared |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic detection of tasks, deadlines, and assignees |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Browser extension for online meetings |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integration with workplace tools such as Google Docs |
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.
Noty.ai
Choose Noty.ai if you need transcribing google meet or zoom calls in real time — strengths include real-time transcription with live highlighting.
CogniCor
Noty.ai
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Noty.ai is strong for transcribing google meet or zoom calls in real time. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Noty.ai is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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