CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. RECPOINT: A slim AI voice recorder device paired with a companion app that transcribes, translates, labels speakers, and generates AI summaries with action items for meetings, calls, and interviews. 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 RECPOINT when capturing and transcribing lectures or interviews for students and journalists 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.
A slim AI voice recorder device paired with a companion app that transcribes, translates, labels speakers, and generates AI summaries with action items for meetings, calls, and interviews.
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
RECPOINT (RECPOINT Note) is a pocket-sized AI voice recorder that combines a slim hardware device with a companion iOS, Android, and web app to capture and process spoken conversations. The credit-card-thin recorder uses dual MEMS microphones with noise cancellation to capture meetings, phone calls, lectures, and interviews, and offers a Smart Dual-Mode that switches between phone-call and in-person recording. Audio transfers to the app, where AI handles transcription across 100+ languages, in-app translation, and automatic speaker labeling that identifies who said what. From the transcript, the app generates AI summaries, action items and to-do lists, and mind maps using third-party large language models, with customizable summary templates for meeting minutes, lecture notes, or executive summaries. It is aimed at professionals, students, remote workers, freelancers, and anyone working across languages. Distinct points include the hardware-plus-app capture model, long battery life, on-device microphone array for distant audio, and cloud storage with encryption. The device is a shipping product sold directly and on Amazon.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); RECPOINT is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | RECPOINT |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Hardware AI voice recorder with dual MEMS microphones and noise cancellation for meetings, calls, and interviews |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Transcription across 100+ languages with companion iOS, Android, and web apps |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | In-app translation and live multilingual support |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic speaker identification and labeling |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI summaries, action-item extraction, and to-do lists using third-party LLMs |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Mind maps and customizable summary templates (meeting minutes, lecture notes, executive 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.
RECPOINT
Choose RECPOINT if you need recording and summarizing business meetings and client calls with action items — strengths include combines a dedicated portable recorder with full ai transcription, translation, and summarization in one ecosystem.
CogniCor
RECPOINT
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while RECPOINT is strong for recording and summarizing business meetings and client calls with action items. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and RECPOINT 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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