CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. TalkMark: Dutch-optimized AI meeting assistant that transcribes, identifies speakers and summarizes meetings with EU data storage. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and TalkMark when tracking action items and decisions across recurring meetings matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Dutch-optimized AI meeting assistant that transcribes, identifies speakers and summarizes meetings with EU data storage.
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
TalkMark is a Dutch AI meeting assistant that records conversations, transcribes them with speaker identification and produces summaries and action points. It is positioned as a tool tuned for the Dutch language, with the company emphasizing strong accuracy on Dutch business speech and a focus on remembering context across meetings, such as who said what and which commitments were made. The tool detects up to several distinct speakers per meeting, generates executive-style summaries and key points, and automatically surfaces action items with owners and deadlines. Transcripts are made full-text searchable, and notes can be exported to formats including PDF, Word, CSV and TXT. TalkMark works with meetings on Microsoft Teams, Zoom and Google Meet, and can also capture in-person meetings using a phone microphone. A notable selling point for European users is data residency: the company states that data is stored on EU servers in Frankfurt and that the service is built to be GDPR-compliant. The product is operated by a Netherlands-based company and is aimed at Dutch and European teams that want privacy-conscious, Dutch-language meeting documentation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); TalkMark is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | TalkMark |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Dutch-optimized transcription with speaker identification |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries and key-point extraction |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic action-item detection with owners and deadlines |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Full-text search across recorded meetings |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Exports to PDF, Word, CSV and TXT |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Works with Teams, Zoom, Google Meet and in-person meetings |
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.
TalkMark
Choose TalkMark if you need transcribing and summarizing dutch-language business meetings — strengths include tuned specifically for the dutch language.
CogniCor
TalkMark
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while TalkMark is strong for transcribing and summarizing dutch-language business meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and TalkMark is a free tier with paid upgrades. 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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