CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Speak: Speak AI is a meeting transcription and conversation-analysis platform with an auto-joining bot for Zoom, Teams, Meet, and Webex, plus sentiment and theme analysis. 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 Speak when analyzing customer interviews and research calls for themes and sentiment matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Speak AI is a meeting transcription and conversation-analysis platform with an auto-joining bot for Zoom, Teams, Meet, and Webex, plus sentiment and theme analysis.
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
Speak (Speak AI) is a transcription and conversation-intelligence platform that turns voice and video into searchable, structured data. Its meeting notetaker bot auto-joins Zoom, Microsoft Teams, Google Meet, and Webex calls to deliver real-time transcription with speaker identification across 100+ languages, and it also handles file uploads, phone-call transcription, an embeddable web recorder, and iOS/Android capture. Beyond transcripts, Speak extracts custom fields, themes, and sentiment, and lets you chat with your data using multiple AI models. It exports to CSV and JSON, integrates with Slack, Zapier, and a developer API, and offers an MCP server connecting Claude, ChatGPT, and Gemini. New accounts get a free 7-day trial (no credit card) with 30 minutes of transcription. It is geared toward researchers, analysts, and sales/ops teams rather than simple note-taking alone.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Speak is from $25/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Speak |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Meeting notetaker bot |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time transcription |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Sentiment and theme analysis |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Multi-model AI chat |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | CSV/JSON export |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Meeting notetaker bot |
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.
Speak
Choose Speak if you need recording and transcribing zoom, teams, meet, and webex meetings — strengths include auto-joining meeting bot supports zoom, teams, google meet, and webex.
CogniCor
Speak
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Speak is strong for recording and transcribing zoom, teams, meet, and webex meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Speak is from $25/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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