CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Owll: AI meeting assistant that records and transcribes calls and meetings into summaries and prioritized action items. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Owll when capturing in-person meetings on a phone or watch 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.
AI meeting assistant that records and transcribes calls and meetings into summaries and prioritized 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
Owll is an AI meeting assistant that records and transcribes meetings and other audio and turns them into organized summaries and action items. It supports real-time transcription on Zoom, Google Meet, and Microsoft Teams, and can record meetings live or process recordings after the fact, along with phone recordings and other audio sources. After transcription, Owll generates automated summaries, extracts action items, applies priority tags, and converts transcripts into structured smart notes that users can review and share. The product is available across platforms, with iOS and Android mobile apps that include Apple Watch support, plus web-based access and cloud storage for recordings and summaries, making it usable both at a desk and on the move for in-person capture. Owll is aimed at professionals and teams who attend frequent virtual or in-person meetings and want a single place to capture conversations, retrieve decisions, and follow up on tasks without manual note-taking. Its mobile-first design makes it suitable for capturing both online calls and face-to-face discussions. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Owll is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Owll |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time transcription for Zoom, Google Meet, and Microsoft Teams |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Live or post-call recording, plus phone and other audio sources |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automated summaries with extracted, priority-tagged action items |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | iOS and Android apps with Apple Watch support |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Web access with cloud storage for recordings and summaries |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Conversion of transcripts into structured smart notes |
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.
Owll
Choose Owll if you need transcribing and summarizing virtual meetings on zoom or teams — strengths include works across major video meeting platforms and mobile.
CogniCor
Owll
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Owll is strong for transcribing and summarizing virtual meetings on zoom or teams. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Owll 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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