CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. SeaMeet: AI meeting copilot offering real-time multilingual transcription, summaries, and action items, with strong support for Taiwanese and regional accents. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and SeaMeet when capturing google meet or teams meetings with automatic summaries and action items 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.
AI meeting copilot offering real-time multilingual transcription, summaries, and action items, with strong support for Taiwanese and regional accents.
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
SeaMeet is an AI meeting assistant built by Seasalt.ai, a company founded in Seattle that operates its development and support center in Taiwan and focuses on the linguistically diverse Asia-Pacific market. SeaMeet acts as a copilot for meetings and calls: users invite the SeaMeet bot into a meeting, and it automatically records, transcribes, and analyzes the conversation. It supports online meeting platforms including Google Meet and Microsoft Teams, and it generates real-time multilingual transcripts, with documented support for Chinese, Japanese, and English trilingual transcription as well as live translation. After a meeting, SeaMeet produces structured outputs such as summaries, discussion topics, action items, and AI meeting analysis, and it can automatically share records with participants. Meeting notes are stored in a searchable workspace and can be exported to Google Docs. A particular emphasis of the product is accurate recognition of Taiwanese Mandarin and regional accents, reflecting Seasalt.ai's focus on Taiwan and Southeast Asia. The product is actively maintained, with published version-release information and integrations available through the Chrome Web Store and Google Workspace Marketplace. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); SeaMeet is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | SeaMeet |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Bot joins meetings to record and transcribe automatically |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time multilingual transcription including Chinese, Japanese, and English |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Live translation during meetings |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic summaries, discussion topics, and action items |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI meeting analysis and searchable meeting workspace |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export to Google Docs and automatic record sharing with participants |
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.
SeaMeet
Choose SeaMeet if you need multilingual teams across taiwan and southeast asia needing accurate local-accent transcription — strengths include strong recognition of taiwanese mandarin and regional asia-pacific accents.
CogniCor
SeaMeet
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while SeaMeet is strong for multilingual teams across taiwan and southeast asia needing accurate local-accent transcription. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and SeaMeet 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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