CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ZMEETING: AI meeting-minutes service by Hmcomm that automatically transcribes Zoom and Microsoft Teams meetings, identifies speakers, and supports multilingual transcription. 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 ZMEETING when department-wide meeting transcription deployments 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.
AI meeting-minutes service by Hmcomm that automatically transcribes Zoom and Microsoft Teams meetings, identifies speakers, and supports multilingual transcription.
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
ZMEETING is an AI meeting-minutes tool developed by Hmcomm Co., Ltd., a Japanese company that originated from a national research institute and uses its own speech-recognition technology. The service automatically transcribes both online and in-person conversations, with the vendor reporting speech-recognition accuracy of over 90 percent. ZMEETING integrates with web conferencing platforms including Zoom and Microsoft Teams to join and transcribe meetings, and it supports real-time speech-to-text with speaker identification on higher-tier plans. Beyond transcription, the platform offers automatic filler-word removal, a custom dictionary for specialized terminology, and multilingual transcription and translation across Japanese, English, and additional languages such as Chinese, Korean, and others depending on plan and options. Higher-tier licenses add features like speaker-emotion recognition and quantified meeting-atmosphere analysis. ZMEETING runs in modern browsers on Windows and macOS and supports login via Google and Microsoft accounts, with various storage integrations. It is licensed by the number of simultaneous meetings rather than per user, making it suited to department-wide deployment. The product is actively maintained, with company updates dated through 2025. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); ZMEETING is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | ZMEETING |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic transcription of Zoom and Microsoft Teams meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker identification on higher-tier plans |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multilingual transcription and translation (Japanese, English, and more) |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Custom dictionary for specialized terminology |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Automatic filler-word removal |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Emotion recognition and meeting-atmosphere analysis on upper tiers |
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.
ZMEETING
Choose ZMEETING if you need automatically generating minutes for zoom or teams calls — strengths include proprietary speech-recognition technology from a research-derived vendor.
CogniCor
ZMEETING
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while ZMEETING is strong for automatically generating minutes for zoom or teams calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and ZMEETING 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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