AutoMemo: Japanese transcription AI from Sourcenext that records meetings via web app, smartphone app, or dedicated voice recorders, then transcribes, summarizes, and shares. 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 AutoMemo when capturing and transcribing in-person business meetings matters most, and CogniCor when turning client meeting notes into crm tasks and follow-up communications matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Japanese transcription AI from Sourcenext that records meetings via web app, smartphone app, or dedicated voice recorders, then transcribes, summarizes, and shares.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AutoMemo (オートメモ) is a transcription AI developed, sold, and supported by Sourcenext Corporation in Japan. It is built around a multi-surface approach: users can capture audio through a web browser app, a dedicated smartphone app, or standalone hardware voice recorders (the AutoMemo S and AutoMemo R devices), and the captured audio is automatically converted to text. The service uses a Whisper-based speech recognition engine, automatically inserts punctuation, removes filler words such as Japanese hesitation sounds, and recognizes speakers so that transcription results are divided into speaker blocks. On top of the transcript, AutoMemo can automatically generate summaries and extract to-do items and deadlines, and it has added features such as AI-generated titles for recordings. Audio and transcripts are saved to the cloud for later editing, searching, and sharing. AutoMemo positions itself for business meetings, interviews, and lecture capture in Japanese-language workflows, and offers a limited free transcription allowance with paid plans for higher usage. It remains actively developed and marketed in 2025/2026. 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
AutoMemo 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 | AutoMemo | CogniCor |
|---|---|---|
| Core capability | Records via web app, smartphone app, or dedicated voice recorder hardware | Meeting note capture and organization within the CRM |
| Standout feature | Whisper-based speech-to-text with automatic punctuation | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Speaker recognition that splits transcripts into per-speaker blocks | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | AI summaries with to-do and deadline extraction | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Automatic filler-word removal | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Cloud storage with editing, search, and sharing | Integrations with planning and operations tools such as eMoney and Orion |
AutoMemo
Choose AutoMemo if you need capturing and transcribing in-person business meetings — strengths include multiple capture options including standalone hardware recorders.
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.
AutoMemo
CogniCor
It depends on your workflow. AutoMemo is strong for capturing and transcribing in-person business meetings, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
AutoMemo 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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