CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Reflect: Networked note-taking and second-brain app with AI that transcribes voice notes and extracts action items from meeting notes. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Reflect when transcribing and summarizing voice notes captured on the go 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.
Networked note-taking and second-brain app with AI that transcribes voice notes and extracts action items from meeting notes.
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
Reflect is a minimalist note-taking and second-brain application designed for capturing ideas, linking thoughts, and building a connected personal knowledge base over time. Its core is a networked notes system with backlinks, daily notes, and instant cross-device sync, with end-to-end encryption for privacy and an iOS app that works offline. Reflect layers AI on top of this foundation: it can transcribe voice notes, generate outlines from scattered thoughts, suggest tags, summarize long entries, and list key takeaways and action items from meeting notes. It integrates with Google Calendar and Outlook so calendar events appear inside the note system, making it convenient to attach notes to meetings and follow up afterward. While Reflect is not a dedicated meeting-bot transcription service, it is well suited to professionals and knowledge workers who take meeting notes, journal, and want their captured audio and writing turned into organized, searchable knowledge. It appeals to people who value a calmer, more intentional workflow and want AI assistance for summarizing and connecting their own notes rather than automating an entire meeting pipeline. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Reflect is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Reflect |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Networked notes with backlinks and daily notes |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI voice note transcription and summarization |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI extraction of key takeaways and action items from meeting notes |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Google Calendar and Outlook integration for meetings |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | End-to-end encryption with instant cross-device sync |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | iOS app with offline access and browser/Kindle capture |
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.
Reflect
Choose Reflect if you need taking and linking meeting notes within a connected knowledge base — strengths include combines a second-brain knowledge base with ai meeting summarization.
CogniCor
Reflect
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Reflect is strong for taking and linking meeting notes within a connected knowledge base. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Reflect 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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