CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. tl;dv: Video-first AI meeting recorder with searchable clips, 30+ language transcription, and EU/GDPR-friendly hosting. 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 tl;dv when eu teams needing gdpr-friendly hosting 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.
Video-first AI meeting recorder with searchable clips, 30+ language transcription, and EU/GDPR-friendly hosting.
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
tl;dv records meetings across Zoom, Google Meet, and Microsoft Teams and turns them into searchable video clips and transcripts in 30+ languages, with EU/GDPR-friendly hosting. The free plan offers unlimited recording, but keeps recordings for only 3 months and caps AI notes at 10 for the account's lifetime. Native CRM (HubSpot, Salesforce) and AI coaching are on the Business plan.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); tl;dv is from $18/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | tl;dv |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Video clips |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | 30+ languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | EU/GDPR hosting |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Speaker recognition |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Video clips |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | 30+ languages |
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.
tl;dv
Choose tl;dv if you need teams sharing video highlights — strengths include free plan with unlimited recording and 30+ language transcription.
CogniCor
tl;dv
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while tl;dv is strong for teams sharing video highlights. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and tl;dv is from $18/mo. 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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