CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Supernormal: Supernormal is an AI meeting notetaker. A Mac/Windows desktop app captures Google Meet, Zoom, Teams and in-person conversations, then generates transcripts, summaries and action items. 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 Supernormal when turning meeting discussions into action items, follow-ups and shareable recaps 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.
Supernormal is an AI meeting notetaker. A Mac/Windows desktop app captures Google Meet, Zoom, Teams and in-person conversations, then generates transcripts, summaries and action items.
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
Supernormal is an AI meeting assistant that captures and writes up your conversations automatically. Instead of bots or a browser extension, it runs as a Mac or Windows desktop app that detects meetings on platforms like Google Meet, Zoom, Microsoft Teams and Slack Huddles, and can also record in-person discussions through your device's microphone. After each meeting it produces a transcript with speaker labels, an AI summary and action items, all searchable and organized into projects. Supernormal has expanded into agentic work: you can prompt it to draft documents, slide decks, spreadsheets and images that reference your meetings, then export to Google Drive or Microsoft Office. It connects to Google and Outlook Calendar, Gmail and Google Drive, and offers a Model Context Protocol server that pipes your notes into Claude, ChatGPT and Cursor. Its desktop app supports seven languages.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Supernormal is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Supernormal |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic meeting capture on Google Meet, Zoom, Microsoft Teams and Slack Huddles, plus in-person microphone audio |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI-generated transcripts with speaker labels, summaries and action items, searchable with filters and projects |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI agents that create documents, slide decks, spreadsheets and images referencing your meetings |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Integrations with Google and Outlook Calendar, Gmail and Google Drive, with export to Google Drive and Microsoft Office |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Supernormal MCP server connecting meetings and notes to Claude, ChatGPT, Cursor and other MCP-compatible AI tools |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Automatic meeting capture on Google Meet, Zoom, Microsoft Teams and Slack Huddles, plus in-person microphone audio |
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.
Supernormal
Choose Supernormal if you need automatically capturing and summarizing recurring team and client video calls — strengths include desktop app captures meetings automatically across google meet, zoom and microsoft teams, plus in-person conversations via microphone.
CogniCor
Supernormal
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Supernormal is strong for automatically capturing and summarizing recurring team and client video calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Supernormal is from $0/mo. 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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