CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Turbo AI: Turbo AI is an AI note-taking and study platform that records or ingests audio, video, and documents and turns them into transcribed, structured notes, flashcards, quizzes, and AI podcasts. 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 Turbo AI when capturing meetings or brainstorming sessions and turning them into structured 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.
Turbo AI is an AI note-taking and study platform that records or ingests audio, video, and documents and turns them into transcribed, structured notes, flashcards, quizzes, and AI podcasts.
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
Turbo AI, formerly TurboLearn AI, is an AI-powered note-taking and study workspace that converts spoken and written content into organized, editable study materials. Users can record lectures, meetings, or brainstorming sessions live in the app, or upload PDFs, videos, and audio files (common formats such as MP3, WAV, M4A and others). The platform transcribes the audio, applies speaker diarization to identify who is speaking, and adds timestamps and key-concept highlights, then generates structured notes. From those notes it can produce flashcards, quizzes, practice tests, and AI-generated audio podcast summaries. A Google Docs-style editor supports collaborative, real-time editing alongside an AI teammate that can refine, comment on, and reorganize notes, including handling math formulas, chemical equations, and code. Turbo AI is available on the web and on iOS and Android, with a desktop app announced as coming soon, and notes sync across devices. It is aimed primarily at students, educators, and professionals who want to capture lectures and meetings and convert them into reviewable knowledge. The company reports more than 5 million users.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Turbo AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Turbo AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Live recording of lectures and meetings with instant AI transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker diarization plus timestamps and key-concept highlighting |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Upload of PDFs, videos, and common audio formats for transcription |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Auto-generated study materials: notes, flashcards, quizzes, and AI podcasts |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Collaborative Google Docs-style editor with an AI teammate |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Cross-device sync across web, iOS, and Android |
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.
Turbo AI
Choose Turbo AI if you need recording and transcribing university lectures into reviewable study notes — strengths include records live audio and also accepts uploads, transcribing both into structured notes.
CogniCor
Turbo AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Turbo AI is strong for recording and transcribing university lectures into reviewable study notes. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Turbo AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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