CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Recap AI: An Apple-platform app that records, transcribes, and summarizes meetings, lectures, videos, and podcasts, with a chat-with-your-notes feature. 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 Recap AI when turning lectures or podcasts into searchable notes and summaries matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
An Apple-platform app that records, transcribes, and summarizes meetings, lectures, videos, and podcasts, with a chat-with-your-notes feature.
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
Recap AI is an AI note-taking and summarization app for Apple platforms that turns meetings, lectures, videos, and podcasts into transcripts and shareable summaries. Users can record audio or work from existing content, and the app produces searchable transcriptions along with summaries that highlight key points and action items. A chat feature lets users ask questions about their notes and receive answers with citations back to the source material, and one-click sharing lets recipients view and interact with notes without creating an account. The app is developed by Blacksheep Lab (Gray Matter Enterprise Inc.) and runs on iPhone, iPad, Mac, and Apple Vision, with iPod touch support as well. It emphasizes letting users stay engaged in a conversation or recording rather than taking notes manually, then surfacing insights afterward. Recap AI includes search across recorded material and references encryption and privacy protections for stored content. It is offered as a free download with optional paid upgrades for additional capabilities. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Recap AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Recap AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Summaries highlighting key points and action items |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Chat with your notes with cited answers |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Records, transcribes, and summarizes meetings, lectures, videos, and podcasts |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Searchable AI transcriptions |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | One-click sharing that requires no account for recipients |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Available on iPhone, iPad, Mac, and Apple Vision |
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.
Recap AI
Choose Recap AI if you need summarizing recorded meetings and capturing action items — strengths include handles multiple content types beyond meetings, including lectures and podcasts.
CogniCor
Recap AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Recap AI is strong for summarizing recorded meetings and capturing action items. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Recap AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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