CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Upmeet: French AI meeting assistant that records calls without a bot, transcribes them, and makes meeting knowledge searchable. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Upmeet when sales teams syncing meeting outcomes into salesforce or hubspot 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.
French AI meeting assistant that records calls without a bot, transcribes them, and makes meeting knowledge searchable.
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
Upmeet is an AI meeting assistant developed by SAS VRM, a France-based company that emphasizes French data residency and GDPR compliance. The product focuses on what it calls the post-meeting layer: rather than only producing notes, it aims to clarify decisions, assign responsibilities, and make meeting knowledge searchable across a team. Upmeet offers a desktop application that records video calls directly without adding a separate bot participant to the meeting, which the company describes as a more discreet and confidential capture method. It also supports in-person recording and importing existing audio files. After capture, Upmeet automatically transcribes the conversation and generates structured summaries that highlight decisions and action items. A searchable meeting memory lets users query past meetings through an AI agent interface, and the tool integrates with CRM systems such as Salesforce and HubSpot as well as communication and productivity tools like Slack and Teams. Upmeet provides specialized configurations tailored to different industries. It is aimed at French and European teams, including sales and operations groups, that want meeting records kept within France. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Upmeet is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Upmeet |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Desktop app records video calls without adding a bot participant |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | In-person recording and audio file import support |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic transcription with summaries highlighting decisions and actions |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Searchable meeting memory with an AI agent query interface |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Integrations with Salesforce, HubSpot, Slack, and Teams |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Industry-specific configurations |
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.
Upmeet
Choose Upmeet if you need french and european teams needing meeting records hosted in france — strengths include bot-free recording avoids a visible assistant in the meeting.
CogniCor
Upmeet
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Upmeet is strong for french and european teams needing meeting records hosted in france. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Upmeet is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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