CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Plaud: AI note-taking platform that records conversations and meetings, then transcribes them and generates summaries and action items, via dedicated hardware recorders and a desktop/mobile app. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Plaud when capturing action items and decisions from conversations 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 note-taking platform that records conversations and meetings, then transcribes them and generates summaries and action items, via dedicated hardware recorders and a desktop/mobile app.
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
Plaud is an AI note-taking platform that turns conversations and meetings into transcripts, structured summaries, and action items. It pairs dedicated hardware recorders (Plaud Note, Note Pro, and the NotePin wearables) with iOS, Android, Windows, macOS, and web apps. Its desktop app captures audio natively from online meetings in Zoom, Google Meet, and Microsoft Teams (and other conferencing apps) without joining as a bot, and can auto-detect when a meeting starts. Plaud transcribes in 112+ languages and offers 10,000+ summary templates. The Starter (free) plan includes 300 transcription minutes per month. Paid tiers add the "Ask Plaud" natural-language search across recordings plus Zapier, Google Calendar, and a beta MCP server integration. Plaud states it holds ISO 27001/27701, SOC 2, GDPR, and HIPAA compliance, and describes itself as trusted by over 2 million users globally.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Plaud is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Plaud |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Meeting summaries & action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Online meeting capture |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Ask Plaud search |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Summary templates |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI transcription |
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.
Plaud
Choose Plaud if you need recording and summarizing in-person and online meetings — strengths include free starter plan includes 300 transcription minutes per month.
CogniCor
Plaud
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Plaud is strong for recording and summarizing in-person and online meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Plaud is from $0/mo. 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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