CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ScreenApp: Screen/audio recorder with AI transcription and notes 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 ScreenApp when documentation and training 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.
Screen/audio recorder with AI transcription and 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
ScreenApp is an AI-powered screen and meeting recorder that captures video and audio and then automatically transcribes and summarizes the content. Beyond meetings, it is used to record screen sessions, webinars, and other content, making it a flexible capture-and-transcribe tool rather than a meeting-only assistant. After recording, ScreenApp produces transcripts, summaries, and notes, and lets users search and share the results, which is useful for documentation, training, and revisiting long sessions. It works in the browser and supports recording across common workflows, with AI features that turn raw recordings into structured, searchable text. ScreenApp appeals to creators, support and training teams, and anyone who needs to record and then quickly extract the key points from video or audio. Because it combines screen recording with transcription and summarization, it sits at the intersection of meeting notetakers and general recording tools, with an emphasis on turning any recording into usable notes. Platforms: Browser / Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); ScreenApp is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | ScreenApp |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Screen and meeting recording |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic transcription |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries and notes |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Searchable recordings |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Sharing and export |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Screen and meeting recording |
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.
ScreenApp
Choose ScreenApp if you need recording and transcribing webinars — strengths include flexible recording beyond meetings.
CogniCor
ScreenApp
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while ScreenApp is strong for recording and transcribing webinars. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and ScreenApp 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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