CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Proactor AI: AI note-taking app that records conversations, transcribes in real time, and turns meetings into structured notes and tasks. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Proactor AI when recording lectures or interviews with real-time transcription 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 note-taking app that records conversations, transcribes in real time, and turns meetings into structured notes and tasks.
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
Proactor AI, published by PROACTORAI LIMITED, is an AI note-taking and voice-recording application that captures meetings, lectures, interviews, and personal voice memos and converts speech to text in real time. As a recording runs, it analyzes the conversation and surfaces summaries, key insights, and suggestions, then organizes the resulting notes by speaker and topic. A notable aspect of Proactor is its task orientation: it can automatically turn discussion into action items, including assigning owners and due dates, so that spoken conversations become trackable outcomes rather than static transcripts. The app retains context across sessions so it can reference earlier conversations, and it lets users export notes in formats such as PDF, Word, Markdown, and plain text. It supports transcription in multiple languages and can double as a general-purpose voice recorder for journaling, ideas, and quick memos. Proactor is aimed at professionals and teams who want both meeting documentation and follow-up task management, and it syncs notes across iOS, iPad, Android, and the web. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Proactor AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Proactor AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time speech-to-text transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries, key insights, and in-conversation suggestions |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic action items with assigned owners and due dates |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Notes organized by speaker and topic |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Cross-session context retention |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export to PDF, Word, Markdown, and TXT |
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.
Proactor AI
Choose Proactor AI if you need capturing meetings and immediately generating assignable follow-up tasks — strengths include converts conversations directly into trackable tasks with owners and due dates.
CogniCor
Proactor AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Proactor AI is strong for capturing meetings and immediately generating assignable follow-up tasks. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Proactor 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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