CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Read.ai: Meeting summaries with engagement and sentiment analytics Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Read.ai when personal meeting coaching 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.
Meeting summaries with engagement and sentiment analytics
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
Read.ai generates AI summaries, transcripts, and live notes for meetings, and adds a personalized meeting coach with speaker and engagement analytics. It works across Zoom, Google Meet, and Microsoft Teams, supports 20+ languages, and integrates with Slack, Salesforce, HubSpot, Notion, and Jira. The permanent free plan covers 5 meeting transcripts per month (reports kept about a year); video and audio playback are reserved for the Enterprise tier and above.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Read.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Read.ai |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Transcripts and AI summaries |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Meeting engagement and sentiment metrics |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic recaps |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Searchable notes |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Transcripts and AI summaries |
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.
Read.ai
Choose Read.ai if you need team meeting notes and recaps — strengths include adds meeting analytics on top of notes.
CogniCor
Read.ai
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Read.ai is strong for ai summaries with meeting analytics. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Read.ai is from $15/mo. 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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