CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Wave: Cross-platform AI note taker that records and transcribes meetings, calls, and voice memos into summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Wave when capturing in-person meetings and lectures from a phone 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.
Cross-platform AI note taker that records and transcribes meetings, calls, and voice memos into summaries.
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
Wave is a cross-platform AI note taker and recorder that captures meetings, phone calls, lectures, and voice memos and converts them into speaker-labeled transcripts and concise summaries with key points and action items. It works without sending a bot into a call, offering tab audio capture for recording browser-based meetings, a combined mode that captures both tab audio and the microphone, and a quick voice-memo option for short recordings. Wave is available across a wide range of platforms, including iOS and Android apps, a web app, Mac and Windows, and a Chrome extension, so users can record and review notes on whichever device they are using, including in-person meetings captured directly from a phone's microphone. Transcription and summarization support dozens of languages, and the service stores recordings in secure cloud storage with encryption and states that user data is not used to train AI models. Wave is aimed at professionals, students, and content creators who want a flexible, multi-device tool for recording, transcribing, and organizing spoken content without a meeting bot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Wave is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Wave |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records meetings, calls, lectures, and voice memos |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Bot-free tab audio capture plus combined tab and mic mode |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker-labeled transcripts with summaries and action items |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Apps for iOS, Android, web, Mac, Windows, and Chrome |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Support for dozens of languages |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Encrypted cloud storage with no model training on user data |
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.
Wave
Choose Wave if you need recording browser-based meetings without a bot joining — strengths include bot-free capture across many platforms and devices.
CogniCor
Wave
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Wave is strong for recording browser-based meetings without a bot joining. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Wave 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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