CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Sona Insight: Apple-ecosystem AI app that records, transcribes, summarizes, and lets you chat with meetings, lectures, and interviews. 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 Sona Insight when capturing lectures and interviews with custom summary formats matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Apple-ecosystem AI app that records, transcribes, summarizes, and lets you chat with meetings, lectures, and interviews.
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
Sona Insight (also presented simply as Sona, at sona.wtf) is an AI-powered voice-to-text and meeting assistant built for the Apple ecosystem, with support across iPhone, iPad, Mac, Apple Watch, and additional Apple platforms, plus a web browser experience. The app records conversations and transcribes them into text across a wide range of languages, then automatically summarizes key points and action items. Users can apply custom summary templates tailored to meetings, lectures, or interviews, and an AI chat feature lets them ask follow-up questions, brainstorm, or draft follow-ups based on the captured conversation. Sona supports offline recording, with internet required only for processing and AI queries, and it includes Apple-native touches such as Live Activities, Dynamic Island support, and an Apple Watch app for quick capture. Transcripts and summaries are stored in each user's personal account and can be exported and shared as PDF or text. The product targets people who want to stay present in a meeting or lecture while letting AI handle transcription, summarization, and recall afterward. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Sona Insight is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Sona Insight |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records and transcribes meetings, lectures, and interviews |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic summaries with key points and action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Custom summary templates for different conversation types |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI chat to ask questions and draft follow-ups from transcripts |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Offline recording with PDF/TXT export and sharing |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Apple-native Live Activities, Dynamic Island, and Apple Watch support |
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.
Sona Insight
Choose Sona Insight if you need recording and summarizing meetings while staying present — strengths include deep apple-ecosystem integration across iphone, ipad, mac, and watch.
CogniCor
Sona Insight
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Sona Insight is strong for recording and summarizing meetings while staying present. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Sona Insight 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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