CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. RecordMeeting: AI meeting recorder and notetaker from Qualtir, available on the Google Workspace Marketplace and Chrome Web Store, that records, transcribes and summarizes Google Meet and other calls. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and RecordMeeting when generating action-item summaries for teams that rely on google meet 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.
AI meeting recorder and notetaker from Qualtir, available on the Google Workspace Marketplace and Chrome Web Store, that records, transcribes and summarizes Google Meet and other calls.
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
RecordMeeting is an AI meeting recorder and notetaker developed by Qualtir and distributed both as a Chrome extension on the Chrome Web Store and as a Google Workspace add-on through the Google Workspace Marketplace. Its primary focus is Google Meet, where it adds one-click recording, automatic transcription with speaker labels and timestamps, AI-generated summaries with action items, and meeting notes. Recordings, transcripts and summaries are stored in a private workspace on RecordMeeting's own platform rather than counting against the user's Google Drive storage, and an AI-powered search lets users jump to specific moments by asking natural-language questions about what was discussed. A notable positioning point is accessibility: unlike many Workspace Marketplace tools that require a paid Google Workspace account, RecordMeeting installs per-user and works with free Gmail accounts as well as any Workspace tier. Beyond Google Meet, the company describes support for Zoom, Microsoft Teams and Webex, along with sharing integrations. The product is actively operating in 2026 and supports desktop along with mobile platforms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); RecordMeeting is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | RecordMeeting |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Available on the Google Workspace Marketplace and Chrome Web Store |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | One-click recording for Google Meet calls |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic transcription with speaker labels and timestamps |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI-generated summaries with action items |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI-powered search to jump to specific moments in a meeting |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Recordings stored on its own platform, separate from Google Drive quota |
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.
RecordMeeting
Choose RecordMeeting if you need recording and transcribing google meet calls without a paid workspace plan — strengths include distributed through both the google workspace marketplace and chrome web store.
CogniCor
RecordMeeting
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while RecordMeeting is strong for recording and transcribing google meet calls without a paid workspace plan. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and RecordMeeting is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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