CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Remi8: AI voice-notes and meeting-recording app positioned as a personal second brain across mobile and desktop. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Remi8 when building a searchable personal knowledge base from voice notes 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.
AI voice-notes and meeting-recording app positioned as a personal second brain across mobile and desktop.
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
Remi8 is an AI-powered voice notes and meeting recording application, published by Silent Infotech, that positions itself as a personal second brain for capturing and organizing spoken information. Users record audio with one tap, and Remi8 transcribes the speech and then layers AI on top to produce summaries with action items, identify speakers, and automatically categorize and tag content. Beyond formal meetings, it is built to capture quick voice notes, brainstorming sessions, calls, and personal reminders, and it makes everything searchable through AI-powered search across recordings. The app emphasizes connecting and organizing captured material rather than leaving it as isolated audio files, with features like smart reminders and cloud sync across devices. Remi8 is aimed at busy professionals such as founders, consultants, sales staff, project managers, and students who want hands-free capture that turns into structured, retrievable notes. It is available on iOS, Android, Windows, macOS, and the web, and the company also offers a companion pocket hardware recorder for capturing audio away from a phone or computer. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Remi8 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Remi8 |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | One-tap audio recording with transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries with action items and speaker identification |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic categorization and smart tagging of notes |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI-powered search across all recordings |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Cloud sync across devices |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Companion pocket hardware recorder option |
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.
Remi8
Choose Remi8 if you need founders and consultants capturing meetings and ideas on the go — strengths include captures a wide range of inputs beyond meetings, including quick voice memos and calls.
CogniCor
Remi8
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Remi8 is strong for founders and consultants capturing meetings and ideas on the go. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Remi8 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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