CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Nyota: AI meeting assistant for managers that transcribes calls, generates template-based summaries and action items, and tracks projects and people. 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 Nyota when tracking action items and signals across many recurring meetings 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.
AI meeting assistant for managers that transcribes calls, generates template-based summaries and action items, and tracks projects and people.
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
Nyota is an AI meeting assistant aimed at busy professionals and managers who want to stay present in conversations while still capturing thorough records. It joins calls on Zoom, Google Meet and Microsoft Teams, transcribes the discussion, and produces distilled notes, summaries and action items. Users can choose from a library of more than 20 meeting templates so the generated summary matches the type of meeting, whether a one-on-one, a project sync or a customer call. Beyond basic notes, Nyota is positioned as a tool for managing both projects and people: it brings conversations together in one searchable place, watches for specific signals across discussions, and can help with agenda preparation so recurring meetings stay on track. Getting started involves signing up, connecting a calendar, and either inviting Nyota from the dashboard or adding its meeting address as a participant. It shares notes and action items into a wide range of downstream tools, including Slack, HubSpot, Salesforce, Close, Notion, OneDrive and Google Drive. Nyota is best suited to engineering leaders, team managers and other professionals who run many recurring meetings and want searchable, actionable records connected to their existing workflow tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Nyota is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Nyota |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Joins and transcribes Zoom, Google Meet and Microsoft Teams calls |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | More than 20 meeting templates for tailored summaries |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic action item and key takeaway extraction |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Searchable archive of past conversations |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Agenda preparation and signal tracking across meetings |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Sharing to Slack, HubSpot, Salesforce, Notion, Google Drive and more |
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.
Nyota
Choose Nyota if you need engineering and team leaders documenting one-on-ones and syncs — strengths include template variety tailors summaries to different meeting types.
CogniCor
Nyota
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Nyota is strong for engineering and team leaders documenting one-on-ones and syncs. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Nyota 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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