AI Recorder: Transcribe, Notes: iOS app from Tuling Network that records meetings and calls, transcribes them, and generates AI summaries with a chat assistant. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist AI Recorder: Transcribe, Notes when recording and summarizing business meetings on a phone matters most, and CogniCor when turning client meeting notes into crm tasks and follow-up communications matters most. Try them side by side on real calls before deciding — needs vary by team.
iOS app from Tuling Network that records meetings and calls, transcribes them, and generates AI summaries with a chat assistant.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AI Recorder: Transcribe, Notes is an iOS app from Tuling Network Limited that captures meetings, calls, and in-person conversations and turns them into transcripts and AI-generated summaries. With one-tap recording, it supports continuous capture without imposed time limits, then applies automatic transcription with paragraph formatting. Beyond a raw transcript, the app produces summaries using professional templates aimed at common business scenarios, and it includes an interactive AI chat assistant so users can query a recording with questions such as what the next steps were. Recordings and documents are stored in the cloud with multi-device sync, allowing access across a user's devices, and summaries can be exported in multiple formats for sharing. The app supports multiple languages and is positioned for business meetings, lectures, interviews, and similar recording-heavy situations. It is offered as a free download with optional subscription tiers covering higher usage and recording-minute packages. Because it records directly on the phone rather than joining calls as a bot, it works for both online and face-to-face conversations where a user simply needs a quick, searchable record of what was said and a concise summary afterward. Pricing varies by plan. Check the official website for current pricing.
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
AI Recorder: Transcribe, Notes 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 | AI Recorder: Transcribe, Notes | CogniCor |
|---|---|---|
| Core capability | One-tap recording for meetings, calls, and in-person conversations | Meeting note capture and organization within the CRM |
| Standout feature | Continuous recording without imposed time limits | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Automatic transcription with paragraph formatting | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | AI summaries using business-oriented templates | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Interactive AI chat to query recordings | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Cloud storage with multi-device sync and multi-format export | Integrations with planning and operations tools such as eMoney and Orion |
AI Recorder: Transcribe, Notes
Choose AI Recorder: Transcribe, Notes if you need recording and summarizing business meetings on a phone — strengths include records on-device, so it works for both in-person and online meetings.
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.
AI Recorder: Transcribe, Notes
CogniCor
It depends on your workflow. AI Recorder: Transcribe, Notes is strong for recording and summarizing business meetings on a phone, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
AI Recorder: Transcribe, Notes 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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