CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Sally: German AI meeting assistant that joins calls to record, transcribe, and summarize meetings while extracting tasks and decisions. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Sally when sales and customer teams syncing meeting outcomes to crm systems 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.
German AI meeting assistant that joins calls to record, transcribe, and summarize meetings while extracting tasks and decisions.
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
Sally is an AI meeting assistant built by Aliru GmbH in Mannheim, Germany, aimed at German-speaking and international teams that want automatic meeting documentation. Users add Sally as a participant by inviting its email address to a calendar event, after which it joins meetings on Microsoft Teams, Zoom, Google Meet, or Webex to capture audio and produce a transcript. The platform supports a large number of languages, recognizes German dialects and linguistic nuances, and can also transcribe uploaded audio files for in-person meetings. After a meeting, Sally generates a structured summary and automatically identifies action items and decisions, which can be assigned and tracked. It additionally surfaces meeting analytics such as speaker talk time. Sally connects to a wide range of business tools, including CRM and collaboration software such as HubSpot, Salesforce, Slack, and Asana, so that notes and tasks flow into existing workflows. The company emphasizes European data-protection standards, GDPR compliance, and SOC 2 alignment. It is aimed at teams that need accurate German-language records and integrated follow-up management. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Sally is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Sally |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Joins Teams, Zoom, Google Meet, and Webex meetings to record and transcribe |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Strong German-language transcription including dialect handling, plus many other languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic summaries with action item and decision extraction and assignment |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Meeting analytics such as speaker talk time |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Integrations with CRM and collaboration tools (HubSpot, Salesforce, Slack, Asana) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Offline/uploaded audio file transcription for in-person meetings |
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.
Sally
Choose Sally if you need german-speaking teams needing accurate meeting minutes and action items — strengths include optimized for german language and dialects, useful for german-speaking organizations.
CogniCor
Sally
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Sally is strong for german-speaking teams needing accurate meeting minutes and action items. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Sally 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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