CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Suisse Notes: Swiss AI meeting assistant specializing in Swiss German, with transcription, automatic minutes, and data stored exclusively in Switzerland. 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 Suisse Notes when generating branded, template-based minutes for swiss companies 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.
Swiss AI meeting assistant specializing in Swiss German, with transcription, automatic minutes, and data stored exclusively in Switzerland.
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
Suisse Notes is an AI meeting assistant from Suisse IT GmbH, based in Berikon, Switzerland. It transcribes online meetings on Microsoft Teams, Zoom and Google Meet by joining automatically, and can also capture in-person discussions, then turns the conversation into structured outputs. The platform supports more than 50 languages with automatic language detection and places particular emphasis on Swiss German dialects, which are often poorly handled by international tools. Beyond transcription, Suisse Notes offers automatic speaker identification and name assignment, automatic meeting-minute generation using custom templates with corporate branding, automatic to-do detection, real-time translation and a per-meeting AI chatbot for asking questions about a discussion. Data is stored and processed exclusively in Swiss data centers, and the service describes GDPR and Swiss nFADP-compliant processing. It offers both cloud and on-premise deployment options, making it suitable for organizations with elevated data-sovereignty needs. Suisse Notes targets Swiss businesses and teams that want meeting documentation in their own language with strict local data residency. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Suisse Notes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Suisse Notes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic meeting bot for Teams, Zoom and Google Meet plus in-person capture |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Transcription in 50+ languages with strong Swiss German support |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic speaker identification and name assignment |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Branded meeting minutes from custom templates, plus automatic to-do detection |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Per-meeting AI chatbot, live translation, and cloud or on-premise deployment |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Automatic meeting bot for Teams, Zoom and Google Meet plus in-person capture |
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.
Suisse Notes
Choose Suisse Notes if you need documenting swiss german meetings that international tools transcribe poorly — strengths include specialized swiss german recognition that many global tools lack.
CogniCor
Suisse Notes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Suisse Notes is strong for documenting swiss german meetings that international tools transcribe poorly. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Suisse Notes 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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