CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Spinach: AI meeting assistant that joins Zoom, Google Meet, Teams, and Webex calls to record, transcribe, summarize, capture action items, and push updates to tools like Slack and Jira. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Spinach when generating engineering standup and sprint updates and syncing tasks to jira or linear matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AI meeting assistant that joins Zoom, Google Meet, Teams, and Webex calls to record, transcribe, summarize, capture action items, and push updates to tools like Slack and Jira.
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
Spinach (Spinach AI, by StayIn, Inc.) is an AI meeting assistant that joins video calls on Zoom, Google Meet, Microsoft Teams, Webex, and Slack Huddles to record, transcribe, and summarize discussions, with transcription support across roughly 100 languages. It captures meeting notes, decisions, and action items, then automates follow-up by drafting recaps and pushing updates into connected tools. Integrations include Slack, Jira, Asana, Linear, Notion, Trello, ClickUp, Monday.com, and Confluence, plus CRMs such as Salesforce, HubSpot, Attio, and Zoho. It offers role-specific outputs (for example PRD drafts for product managers and sprint planning support for engineering teams) and an "Ask Spinach" AI assistant for querying meeting content. The free Starter plan offers unlimited meeting recording and transcription with basic AI summaries and calendar/Slack integration (7-day recording retention), while advanced AI, Ask Spinach, and project-management/CRM integrations require a paid plan. Spinach maintains SOC 2 Type II, GDPR, and HIPAA compliance.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Spinach is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Spinach |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Meeting recording & transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries & action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Project tool & CRM integrations |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Ask Spinach assistant |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | 100-language support |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Meeting recording & transcription |
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.
Spinach
Choose Spinach if you need automatically taking and sharing notes, summaries, and action items from team meetings — strengths include free starter plan offers unlimited meeting recording, transcription, and basic ai summaries.
CogniCor
Spinach
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Spinach is strong for automatically taking and sharing notes, summaries, and action items from team meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Spinach is from $0/mo. 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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