CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. timeOS: AI that auto-joins calls and delivers notes plus daily briefings The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and timeOS when cross-tool follow-ups 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.
AI that auto-joins calls and delivers notes plus daily briefings
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
timeOS is an AI meeting assistant that automatically captures, transcribes, and summarizes meetings across major conferencing platforms, then routes the resulting notes and action items into the tools teams already use. It positions itself as an AI layer over your workday: beyond producing summaries, it aims to handle follow-through by syncing notes to documents, task managers, and other apps so nothing falls through the cracks after a call. It supports multiple languages and can generate concise recaps that are easy to share with attendees and stakeholders. Because it focuses on automating the post-meeting workflow, timeOS appeals to busy professionals and teams who want notes to flow automatically into their systems rather than copying them by hand. It is typically used for recurring meetings, cross-tool follow-ups, and keeping a searchable record of decisions, with an emphasis on reducing the manual admin that surrounds meetings. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Notion, Slack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); timeOS is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | timeOS |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic capture and transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries and action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Sync notes to docs and task tools |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Multi-language support |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Shareable recaps |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Automatic capture and 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.
timeOS
Choose timeOS if you need automated post-meeting workflows — strengths include automates post-meeting follow-up across tools.
CogniCor
timeOS
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while timeOS is strong for automated post-meeting workflows. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and timeOS 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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