CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Vinyl: AI meeting assistant for accounting and bookkeeping firms that automates client meeting notes and post-meeting actions. 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 Vinyl when tracking post-meeting action items and deadlines across multiple clients matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AI meeting assistant for accounting and bookkeeping firms that automates client meeting notes and post-meeting actions.
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
Vinyl is an AI meeting assistant built specifically for accounting and bookkeeping firms to automate the documentation and follow-up work around client meetings. It joins or captures meetings across Microsoft Teams, Zoom, and Google Meet, and offers a mobile app for in-person client meetings, then produces AI summaries that highlight key points and action items organized by client entity. Vinyl captures and tracks follow-up tasks with deadlines so commitments do not fall through the cracks, and it can deploy notes and actions into a firm's practice management software automatically. An AI chat capability lets users query previous meetings and analyze trends across multiple client interactions, and the tool can help generate follow-up emails, scope-of-work documents, and handoff notes from meeting content. Aimed at improving client experience and reducing post-meeting admin, Vinyl positions itself around saving time on documentation for each hour of client meetings. It launched into private beta with a group of firms before becoming generally available, and is operating as a live product for accounting and bookkeeping professionals managing recurring client relationships. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Vinyl is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Vinyl |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Meeting capture across Microsoft Teams, Zoom, and Google Meet |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Mobile app for in-person client meetings |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries with key points and action items organized by client entity |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Action item tracking with deadlines |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Deployment of notes and actions into practice management software |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI chat to query past meetings and analyze trends across clients |
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.
Vinyl
Choose Vinyl if you need documenting client onboarding and advisory meetings at accounting firms — strengths include purpose-built for accounting and bookkeeping firm workflows.
CogniCor
Vinyl
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Vinyl is strong for documenting client onboarding and advisory meetings at accounting firms. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Vinyl 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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