CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. SecureMemo: Japanese on-premise and offline AI meeting-minutes tool from Nishika for confidential, security-sensitive organizations. 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 SecureMemo when documenting hr interviews and sensitive consultations containing personal information 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.
Japanese on-premise and offline AI meeting-minutes tool from Nishika for confidential, security-sensitive organizations.
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
SecureMemo is an AI meeting-minutes application developed by Nishika, Inc., a Japanese company, and is designed for organizations that handle confidential or sensitive meetings and cannot use cloud-based services. It runs in on-premise, closed-network, or fully offline environments, processing audio entirely within the customer's own infrastructure so that voice data never leaves the organization to an external cloud. SecureMemo is powered by Nishika's in-house speech recognition AI called "shirushi," which the company states maintains high recognition accuracy even with background noise or overlapping speech, and can transcribe audio in roughly 100 languages including Japanese, English, Chinese, and Thai. The product offers five core capabilities: accurate voice recognition, automatic speaker identification, automatic meeting-minutes generation that organizes decisions and key points, translation across about 100 languages, and custom terminology support through word registration for specialized vocabulary. The workflow follows a simple three-step process of transcription, speaker recognition, and summarization. It is offered in standalone, USB-dongle, and client-server deployment models, with case studies spanning police, government agencies, universities, manufacturers, and financial institutions. A two-week free trial of the standalone version is available. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); SecureMemo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | SecureMemo |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | On-premise, closed-network, and fully offline operation |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Proprietary "shirushi" speech recognition engine |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic speaker identification |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic meeting-minutes generation with decisions and key points |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Translation across roughly 100 languages |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Custom terminology registration for specialized vocabulary |
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.
SecureMemo
Choose SecureMemo if you need recording board, audit, and executive meetings that cannot leave the organization — strengths include keeps audio and transcripts entirely within the organization for high data security.
CogniCor
SecureMemo
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while SecureMemo is strong for recording board, audit, and executive meetings that cannot leave the organization. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and SecureMemo 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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