CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. TalkNotes: AI voice-note app that records or uploads audio and reformats it into meeting notes, task lists, and other structured styles. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and TalkNotes when dictating ideas and converting them into emails or notes 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.
AI voice-note app that records or uploads audio and reformats it into meeting notes, task lists, and other structured styles.
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
TalkNotes is an AI-powered voice note application that converts spoken input into organized, formatted text. Users record audio with a single tap (the app can run in the background) or upload files up to roughly two hours, and TalkNotes transcribes the audio and then reformats it according to a chosen style. It ships with 100+ pre-made formatting styles, including meeting notes, task lists, transcripts, emails, and brainstorming formats, and lets users create custom styles, so the same recording can be reshaped for different purposes. It supports 50+ languages, offers note editing and organization, and provides export options to PDF, text, and markdown plus shareable URLs, along with Zapier and webhook integrations for automation. TalkNotes is available on web, iOS, and Android. The product explicitly supports meeting transcription alongside general idea capture, positioning it for professionals, entrepreneurs, content creators, and students who want to dictate or record and have the output automatically structured rather than manually cleaned up. Its strength is turning loose speech into ready-to-use written formats quickly. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); TalkNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | TalkNotes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | One-tap recording with background capture plus file upload up to ~2 hours |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | 100+ pre-made formatting styles including meeting notes and task lists |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Custom style creation |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | 50+ language support |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Export to PDF, text, and markdown plus shareable URLs |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Zapier and webhook integrations for automation |
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.
TalkNotes
Choose TalkNotes if you need recording a meeting and formatting it as structured minutes or a task list — strengths include large library of output styles, including meeting-specific formats.
CogniCor
TalkNotes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while TalkNotes is strong for recording a meeting and formatting it as structured minutes or a task list. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and TalkNotes 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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