CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Tactiq: Tactiq is a browser-based AI meeting assistant that transcribes Google Meet, Zoom, and Microsoft Teams calls in real time with no bot, then generates summaries and action items. 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 Tactiq when capturing action items and follow-ups without manual note-taking 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.
Tactiq is a browser-based AI meeting assistant that transcribes Google Meet, Zoom, and Microsoft Teams calls in real time with no bot, then generates 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
Tactiq is an AI meeting assistant that runs as a Chrome (and Edge) browser extension and captures live captions to transcribe Google Meet, Zoom, and Microsoft Teams calls in real time, without sending a bot to join the meeting. After each call it produces AI summaries, extracts action items and follow-ups, and lets you run custom AI prompts against the transcript to pull out decisions or answers. Transcripts can be shared, exported, and pushed into other tools through its integrations, which include Slack, HubSpot, Salesforce, Notion, and Confluence, with Linear and Google Docs among the workflows (Google Docs is marked coming soon). It supports 60+ languages. The free plan allows 10 transcripts and 5 AI credits per month with no credit card required; paid plans add unlimited transcripts, more or unlimited AI credits, team auto-sharing, and enterprise controls such as SAML SSO and advanced data retention.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Tactiq is from $8/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Tactiq |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time no-bot transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI meeting summaries |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Action item extraction |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Custom AI prompts |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Workflow integrations & export |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Real-time no-bot 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.
Tactiq
Choose Tactiq if you need automatically transcribing and summarizing recurring team or client meetings — strengths include transcribes in real time without adding a bot to the call, since it works as a browser extension capturing live captions.
CogniCor
Tactiq
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Tactiq is strong for automatically transcribing and summarizing recurring team or client meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Tactiq is from $8/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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