CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. SpeakNotes: Browser-based AI tool that turns uploaded or recorded meeting audio and video into structured summaries with action items and decisions. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and SpeakNotes when extracting action items and decisions from long calls 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.
Browser-based AI tool that turns uploaded or recorded meeting audio and video into structured summaries with action items and decisions.
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
SpeakNotes is an AI-powered transcription and summarization platform that converts audio and video recordings into structured written content. Its workflow has three steps: users upload audio or video files, paste a YouTube link, or record directly in the browser; the system transcribes and analyzes the content; and it returns a structured summary in a chosen format. For meetings, SpeakNotes is designed to extract action items, decisions, and key discussion points, making it suited to turning recorded calls into usable minutes. It supports speech-to-text across 50+ languages and offers 15+ output formats, including meeting notes, transcripts, blog posts, and flashcards, with export to tools such as Notion and Obsidian. The product is browser-based with direct upload and YouTube integration rather than a meeting bot, so it is oriented toward processing existing recordings and in-browser capture. SpeakNotes targets professionals who work with recorded content, including meeting participants who need post-call summaries, as well as students, researchers, podcast listeners, and content creators who want condensed, structured takeaways from long audio or video. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); SpeakNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | SpeakNotes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Upload audio/video, paste a YouTube link, or record directly in the browser |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI transcription and analysis with structured summaries |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Extraction of action items, decisions, and key discussion points |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | 15+ output formats including meeting notes and transcripts |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | 50+ language support |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export to Notion, Obsidian, and other tools |
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.
SpeakNotes
Choose SpeakNotes if you need turning recorded meeting audio or video into structured minutes — strengths include flexible inputs (file upload, youtube, in-browser recording).
CogniCor
SpeakNotes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while SpeakNotes is strong for turning recorded meeting audio or video into structured minutes. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and SpeakNotes 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.
More head-to-head comparisons involving CogniCor and SpeakNotes.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cresta: Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Daglo: Korean all-in-one AI notetaker by Action Power that records, transcribes, and summarizes meetings and lectures, with strong Korean recognition and post-recording tools. Below, they line up on price, capture method, and how each fits a real meeting stack.