CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Smart Noter: AI note-taker app that records, transcribes with speaker labels, and summarizes meetings, lectures, and voice recordings. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Smart Noter when capturing lectures and interviews into searchable notes 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.
AI note-taker app that records, transcribes with speaker labels, and summarizes meetings, lectures, and voice recordings.
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
Smart Noter is an AI-powered note-taking app, published under Deep Flow Software Services / Codespace Apps, that records audio and turns meetings, lectures, interviews, and voice memos into transcripts, summaries, and to-do lists. The app performs real-time speech-to-text transcription with speaker identification, then uses an AI summary engine to generate concise summaries and automatically extract action points and to-do lists from a recording. Beyond live recording, it can summarize uploaded audio, video, and PDF files, and an interactive chat lets you ask questions about a conversation, such as who was assigned a particular task. Notes can be exported and shared to destinations like Slack, Notion, Google Docs, and Google Drive, and the app connects with calendar tools such as Outlook, Google Calendar, Microsoft Teams, and Zoom. Notes sync across devices for access anywhere. Smart Noter is available on iOS and Android, with the official website describing it as speech-to-text and AI transcription for meetings. The privacy and terms pages are hosted on the smartnoter.ai domain, and the iOS listing shows recent version updates, indicating an actively maintained product. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Smart Noter is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Smart Noter |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time transcription with speaker identification |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries with automatically extracted action points and to-do lists |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Summarizes uploaded audio, video, and PDF files |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Interactive chat to query a conversation |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Export and share to Slack, Notion, Google Docs, and Google Drive |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Calendar and conferencing connections (Outlook, Google Calendar, Teams, Zoom) |
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.
Smart Noter
Choose Smart Noter if you need recording and summarizing business meetings with assigned action items — strengths include speaker labels make multi-person meeting transcripts easier to follow.
CogniCor
Smart Noter
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Smart Noter is strong for recording and summarizing business meetings with assigned action items. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Smart Noter 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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