CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Sembly AI: Team-focused notetaker with action items across 48 languages Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Sembly AI when multilingual meeting transcription 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.
Team-focused notetaker with action items across 48 languages
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
Sembly AI records and transcribes meetings in 40+ languages, then produces AI notes, summaries, and automatically detected tasks, with an AI chat assistant (Semblian) over single or multiple meetings. It connects to Zoom, Google Meet, Microsoft Teams, and Webex, and automates via Zapier, webhooks, MCP, and CRM tools. As of March 2026, Sembly no longer offers a permanent free plan — the only no-cost option is a time-limited Basic free trial; paid plans start at $10/user/mo (annual).
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Sembly AI is from $10/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Sembly AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | 40+ language transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automated action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Semblian AI chat |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Workflow automations |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | 40+ language transcription |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Automated action items |
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.
Sembly AI
Choose Sembly AI if you need team ai notes with task automation — strengths include transcription and ai notes in 40+ languages.
CogniCor
Sembly AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Sembly AI is strong for team ai notes with task automation. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Sembly AI is from $10/mo. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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