CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Saner.AI: ADHD-friendly AI personal assistant and second brain that captures notes, records and summarizes meetings, and connects ideas. 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 Saner.AI when offloading and organizing scattered thoughts and notes 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.
ADHD-friendly AI personal assistant and second brain that captures notes, records and summarizes meetings, and connects ideas.
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
Saner.AI is an AI personal assistant and second-brain app marketed as an ADHD-friendly workspace that unifies notes, email, and calendar in one place. It is built for people who think fast, get overwhelmed by scattered tabs and documents, or struggle to keep ideas organized. Users can capture information quickly through typing, a Chrome extension, voice notes while on the go, or by uploading files, and Saner.AI organizes it without requiring manual filing. Its AI assistant, Skai, actively organizes notes, suggests tags, and connects related ideas, and users can search their knowledge base by asking questions in natural language even when they do not recall the exact wording. For meetings, Saner.AI can record, transcribe, and summarize sessions and turn conversations into structured insights and action items, with tasks, calendar, and notes connected so follow-ups do not get lost. The product is aimed at knowledge workers and individuals, particularly those with ADHD, who want a calmer, low-friction way to offload thoughts, capture meeting outcomes, and turn raw information into organized, actionable knowledge. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Saner.AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Saner.AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records, transcribes, and summarizes meetings into structured insights |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI assistant (Skai) that organizes notes and suggests tags |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Natural-language search across notes and files |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Multiple capture methods including voice notes, Chrome extension, and file uploads |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Connected tasks, calendar, and notes for follow-up |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | ADHD-friendly workspace design |
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.
Saner.AI
Choose Saner.AI if you need capturing and summarizing meeting outcomes into action items — strengths include combines meeting summaries with notes, tasks, and calendar in one workspace.
CogniCor
Saner.AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Saner.AI is strong for capturing and summarizing meeting outcomes into action items. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Saner.AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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