CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. SpeechMind: German AI meeting-protocol software that turns recordings into structured minutes, built for municipalities, public administration and governance bodies. 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 SpeechMind when documenting municipal, ministerial and utility meetings under dsgvo requirements 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.
German AI meeting-protocol software that turns recordings into structured minutes, built for municipalities, public administration and governance bodies.
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
SpeechMind is a German AI-powered meeting-documentation product that automatically converts audio or video recordings of meetings into structured protocols. Operating from Germany and used by public-sector organizations such as municipalities, cities, municipal utilities and ministries as well as banks and other administration-heavy bodies, it is positioned as secure, DSGVO-compliant transcription made in Germany. SpeechMind lets users choose between output styles, including a compact results protocol (Ergebnisprotokoll), a detailed progress protocol (Verlaufsprotokoll) often rendered in the subjunctive form used in German administrative minutes, and word-for-word transcripts, each clearly structured with tasks and resolutions. The platform performs automatic speaker identification, recognizes domain-specific administrative and governance terminology, handles meetings of unlimited length, and exports to Word documents. A companion mobile app for iOS and Android allows on-site recording via smartphone or tablet without external microphones, with recordings uploaded automatically to the SpeechMind web application for processing. SpeechMind integrates with Microsoft Teams, Zoom, Webex and Google Meet to pull in recordings, and runs on European servers with ISO 27001 and ISO 9001 certification, storing data in Europe and stating that customer content is not used for AI training. The product is actively offered through 2026 with current client references. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); SpeechMind is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | SpeechMind |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic conversion of recordings into structured minutes (results, progress and verbatim protocols) |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Tasks and resolutions captured and clearly structured in each protocol |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic speaker identification and recognition of administrative terminology |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Mobile app (iOS/Android) for on-site recording |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Integrations with Microsoft Teams, Zoom, Webex and Google Meet |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Word document export |
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.
SpeechMind
Choose SpeechMind if you need generating formal minutes for council, committee and governance meetings — strengths include purpose-built for german public administration and formal governance minutes.
CogniCor
SpeechMind
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while SpeechMind is strong for generating formal minutes for council, committee and governance meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and SpeechMind is a free tier with paid upgrades. 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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