CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Summarize by Moodbit: A Microsoft Teams app from Moodbit, available on the Teams app store / Microsoft AppSource, that turns Teams meeting transcriptions into AI summaries, action items and sentiment analysis. 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 Summarize by Moodbit when extracting suggested action items from teams calls matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
A Microsoft Teams app from Moodbit, available on the Teams app store / Microsoft AppSource, that turns Teams meeting transcriptions into AI summaries, action items and sentiment 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
Summarize by Moodbit is a Microsoft Teams app published by Moodbit and listed on the Microsoft Teams app store / Microsoft AppSource. It is designed to plug directly into Microsoft Teams meetings and convert real-time Teams transcriptions into clear, concise meeting notes without manual note-taking. After a meeting, the app posts an AI-generated summary of key points and a list of suggested action items into the chat, so participants can focus on the conversation rather than on writing things down. A distinguishing feature is AI-powered sentiment analysis applied to Teams meetings, which classifies the tone of the discussion as positive, neutral or negative to help teams understand dynamics and morale. Because it is delivered as a native Teams add-on, there is no separate software to install beyond adding it from the Teams store, and it works for participants attending live as well as those catching up afterward. Moodbit's broader platform has expanded toward enterprise AI automation, and the Summarize Teams add-on continues to be promoted and listed as available in 2025/2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Summarize by Moodbit is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Summarize by Moodbit |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Distributed through the Microsoft Teams app store / Microsoft AppSource |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Turns real-time Microsoft Teams transcriptions into meeting notes |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI-generated meeting summaries posted to the Teams chat |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automated action-item and task recommendations |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI-powered sentiment analysis of meeting tone |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Native Teams add-on with no separate software to install |
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.
Summarize by Moodbit
Choose Summarize by Moodbit if you need automatically summarizing microsoft teams meetings into the chat — strengths include installs natively from the microsoft teams store with minimal setup.
CogniCor
Summarize by Moodbit
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Summarize by Moodbit is strong for automatically summarizing microsoft teams meetings into the chat. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Summarize by Moodbit is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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