CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Proudfrog: Proudfrog is a Stockholm-built meeting transcription and knowledge-base tool that records discreetly via iOS and macOS apps and produces speaker-labeled transcripts in Swedish, Norwegian, Danish, and Finnish. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Proudfrog when teams building a searchable institutional memory of decisions across meetings matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Proudfrog is a Stockholm-built meeting transcription and knowledge-base tool that records discreetly via iOS and macOS apps and produces speaker-labeled transcripts in Swedish, Norwegian, Danish, and Finnish.
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
Proudfrog, built by Proudfrog AB in Stockholm, is a meeting transcription and knowledge-base platform focused on Nordic languages. Instead of sending a bot to join a call, it records discreetly through its iOS and macOS apps, capturing in-person conversations as well as meetings on Zoom, Teams, and Google Meet. It then transcribes the audio in Swedish, Norwegian, Danish, or Finnish and identifies each speaker by name, with voice recognition that learns participants across meetings. Beyond producing a searchable transcript, Proudfrog structures the content with AI: it extracts decisions and links people and projects across conversations so each meeting adds to a growing knowledge base. Users can search that archive by meaning, ask natural-language questions, and chat with their meeting history through an "Explore" feature. The company emphasizes Nordic-language accuracy, GDPR compliance, and data stored in Sweden. It is aimed at consultants, teams, and professionals working primarily in Scandinavian and Finnish languages rather than English.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Proudfrog is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Proudfrog |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Discreet recording via dedicated iOS and macOS apps with no bot joining the call |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Transcription tuned for Swedish, Norwegian, Danish, and Finnish |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker identification by name, learning voices across multiple meetings |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI structuring that extracts decisions and links people and projects across conversations |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Searchable knowledge base with semantic search and a natural-language chat ('Explore') |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Works with in-person meetings as well as Zoom, Teams, and Google Meet |
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.
Proudfrog
Choose Proudfrog if you need consultants documenting and searching client meetings in nordic languages — strengths include specialized accuracy for nordic languages rather than english-first transcription.
CogniCor
Proudfrog
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Proudfrog is strong for consultants documenting and searching client meetings in nordic languages. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Proudfrog 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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