Agilotext: Agilotext is a French AI transcription platform that turns audio and video recordings into structured meeting minutes, transcripts, and summaries. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Agilotext when transcribing and summarizing meetings and conference calls into minutes matters most, and CogniCor when turning client meeting notes into crm tasks and follow-up communications matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Agilotext is a French AI transcription platform that turns audio and video recordings into structured meeting minutes, transcripts, and summaries.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Agilotext is a French "sovereign AI" transcription service that converts audio and video into transcripts, summaries, and structured meeting minutes. Users can record directly in the browser, import audio/video files in common formats such as MP3, WAV, M4A, MP4, and WEBM, or submit a YouTube link; file-duration limits vary by plan. The platform offers speaker identification, customizable meeting-minute templates, multi-language support, anonymization, and exports to TXT, DOCX, and PDF. A Chrome extension adds voice dictation inside tools like Gmail, Outlook, ChatGPT, and LinkedIn, and mobile apps are available for iOS and Android. Workflow connections are supported through Zapier, Make, and n8n. Agilotext emphasizes privacy and compliance, with France-based hosting, a GDPR framework, and reports generated using Mistral AI. It is aimed at professionals who need accurate written records of conversations, including physicians, lawyers, HR managers, consultants, and business teams handling meetings, interviews, and consultations.
Best suited for
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
Agilotext is a free tier with paid upgrades (freemium); CogniCor is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Agilotext | CogniCor |
|---|---|---|
| Core capability | Automatic audio/video transcription with speaker identification | Meeting note capture and organization within the CRM |
| Standout feature | In-browser recording plus file and YouTube-link import | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Customizable meeting-minute templates and AI summaries | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Multi-language support and content anonymization | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Exports to TXT, DOCX, and PDF formats | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Chrome extension for voice dictation in Gmail, Outlook, and other apps | Integrations with planning and operations tools such as eMoney and Orion |
Agilotext
Choose Agilotext if you need transcribing and summarizing meetings and conference calls into minutes — strengths include france-hosted with a gdpr-compliant, privacy-focused approach.
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.
Agilotext
CogniCor
It depends on your workflow. Agilotext is strong for transcribing and summarizing meetings and conference calls into minutes, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
Agilotext is a free tier with paid upgrades and CogniCor 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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