CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Zeck: Modern board meeting platform that replaces static decks with interactive updates, AI-generated minutes, smart agendas, pre-voting, and digital voting. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Zeck when generating board minutes and capturing votes during governance meetings 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.
Modern board meeting platform that replaces static decks with interactive updates, AI-generated minutes, smart agendas, pre-voting, and digital voting.
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
Zeck is a board management platform built to modernize how companies prepare for and run board meetings. Instead of distributing static slide decks, board leaders create mobile-first interactive updates that directors can read, comment on, and engage with before the meeting. Its pre-vote feature lets boards move routine discussion and approvals ahead of time so live meetings focus on strategy rather than procedure. Zeck's AI capabilities are aimed at the board workflow: it can generate board updates from reports and quick notes, summarize key takeaways from data and charts into concise points for directors, and automatically produce board minutes from agenda blocks, vote records, and discussions. Smart agendas help teams structure the meeting, while digital voting and an automated minutes book keep governance records, approvals, and historical documentation centralized without manual note-taking. The platform also includes real-time commenting throughout materials and engagement analytics, plus passwordless sign-in for security. Zeck positions itself as a consumer-style, visually modern alternative to traditional board portals and is geared toward startups and growth-stage companies, with thousands of CEOs and board members using it. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Zeck is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Zeck |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI-generated board minutes from agenda blocks, votes, and discussions |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI-assisted board update creation from reports and notes |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries of key takeaways from data and charts |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Smart agendas and interactive, mobile-first board updates |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Pre-vote and digital voting with a centralized automated minutes book |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Real-time commenting across board materials |
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.
Zeck
Choose Zeck if you need preparing and distributing interactive board updates before a meeting — strengths include purpose-built to streamline board meeting prep, execution, and minutes.
CogniCor
Zeck
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Zeck is strong for preparing and distributing interactive board updates before a meeting. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Zeck is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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