CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Olovka AI: AI lecture recorder for students that captures, transcribes, and summarizes classes into organized notes. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Olovka AI when converting youtube and online-course videos into organized notes matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AI lecture recorder for students that captures, transcribes, and summarizes classes into organized notes.
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
Olovka AI is an AI lecture note-taking tool aimed at students who want to focus on listening rather than writing during class. The app records lectures with the goal of high transcription accuracy, provides real-time transcript conversion while recording, and then automatically produces structured, organized notes from the session. It accepts multiple input formats, including live classroom recordings, YouTube videos, and uploaded audio or PDF documents, so students can process both in-person lectures and online course material in one place. A notable capability is assignment detection, where the tool flags homework and tasks mentioned during a lecture so they are not missed. Generated notes are editable and printable, allowing students to refine them and study offline. The service offers free sign-up via Google authentication and runs on AI from OpenAI, with a flashcard feature listed as planned. Olovka positions itself squarely in the education niche for note capture and study, and is marketed toward students at a range of universities. It is best suited to individual learners rather than professional meeting documentation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Olovka AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Olovka AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Google sign-in for quick onboarding |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Live lecture recording with real-time transcription |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic AI-generated structured notes from lectures |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Multiple inputs: live recordings, YouTube links, and uploaded audio or PDFs |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Assignment and homework detection from lecture audio |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Editable and printable notes for offline study |
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.
Olovka AI
Choose Olovka AI if you need recording and transcribing in-person university lectures — strengths include purpose-built for student lecture capture and study.
CogniCor
Olovka AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Olovka AI is strong for recording and transcribing in-person university lectures. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Olovka AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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