CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Pocket: MagSafe-attached AI recorder that turns meetings and ideas into transcripts, summaries, and 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 Pocket when capturing fleeting ideas on the move without typing 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.
MagSafe-attached AI recorder that turns meetings and ideas into transcripts, 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
Pocket is an AI hardware device, built by a Y Combinator-backed team, that captures meetings, ideas, and conversations and converts them into clear notes without requiring the user to interact with a phone during the session. The device attaches magnetically to a phone via MagSafe and includes dual studio microphones plus a contact microphone for capturing phone calls, with onboard storage and cloud sync. A single press starts a recording, and the accompanying AI then produces transcripts, summaries, action items, and mind maps from the captured audio. Pocket supports processing in well over 100 languages and is positioned for people who talk and move quickly and want to record thoughts or discussions on the go rather than typing notes. Captured content is managed through a companion mobile app on iOS, where users can read summaries, recall meeting details without replaying audio, and organize their notes. It targets professionals, founders, and knowledge workers who attend frequent in-person meetings or want a low-friction way to capture spoken information and review it later in structured form. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Pocket is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | MagSafe-compatible wearable recorder with onboard storage |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Dual studio microphones plus a contact mic for phone calls |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI transcripts, summaries, action items, and mind maps |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Support for 120+ languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Companion iOS app with cloud sync |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | One-press recording with multi-day battery |
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.
Choose Pocket if you need recording in-person meetings and getting action items automatically — strengths include low-friction, hands-free capture that attaches to your phone.
CogniCor
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Pocket is strong for recording in-person meetings and getting action items automatically. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Pocket is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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