CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Seedext: French AI meeting assistant that records, transcribes, and summarizes meetings with EU data hosting and enterprise compliance. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Seedext when sales and consulting teams syncing structured notes into crm 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.
French AI meeting assistant that records, transcribes, and summarizes meetings with EU data hosting and enterprise compliance.
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
Seedext is a France-based AI meeting assistant that automatically records, transcribes, and summarizes professional meetings, then turns them into structured documents such as minutes, decisions, and action items. It integrates with common business tools including Microsoft Teams, Outlook, Google Meet, Zoom, Slack, and Salesforce, allowing it to fit into existing meeting and CRM workflows. The platform supports customizable vocabulary and templates so that outputs align with a company's terminology and document standards, and it includes an intelligent chat assistant for retrieving key information from past meetings. Seedext places a strong emphasis on European data governance: it is based in France with data hosted in Europe (including France-specific storage options), is GDPR-compliant, holds ISO 27001 certification, and is designed around European AI Act principles. The product is aimed at a range of roles including project managers, sales teams, consultants, marketing and innovation teams, executives, and HR, and it is used by large European organizations. It is positioned for European enterprises that need accurate meeting documentation while keeping data within EU jurisdiction. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Seedext is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Seedext |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic recording, transcription, and AI summarization of meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Structured outputs including minutes, decisions, and action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Integrations with Teams, Outlook, Google Meet, Zoom, Slack, and Salesforce |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Customizable vocabulary and document templates |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Chat assistant for retrieving information from past meetings |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | European data hosting with French storage options |
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.
Seedext
Choose Seedext if you need european enterprises needing compliant meeting minutes and documentation — strengths include french company with eu and france-based data hosting for strong data residency.
CogniCor
Seedext
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Seedext is strong for european enterprises needing compliant meeting minutes and documentation. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Seedext 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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