Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cockatoo when transcribing recorded meetings and interviews into searchable, structured notes 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.
AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Cockatoo is an AI transcription and note-taking service available through the web and an iOS app that converts spoken audio and video into text and structured notes. Users can record meetings and lectures directly or upload existing audio and video files in a wide range of formats, after which Cockatoo automatically generates a transcript with punctuation and capitalization, identifies speakers, and produces summaries with key takeaways and action items. Beyond transcription, the product offers voice typing, an AI chat agent for asking questions about content, full document translation across many languages, and video transcription with subtitles and captions. Transcripts and notes can be searched and exported to formats including PDF, DOCX, TXT, SRT, and audio, and the app syncs to the cloud. Cockatoo supports more than one hundred languages and is designed for individuals and professionals who need affordable, accurate transcription of recordings such as meetings, interviews, lectures, podcasts, and other spoken content. The service is operated by Cockatoo Inc. and is actively running in 2025 and 2026 at cockatoo.com. 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
Cockatoo 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 | Cockatoo | CogniCor |
|---|---|---|
| Core capability | Record or upload audio and video, then transcribe to structured text | Meeting note capture and organization within the CRM |
| Standout feature | AI summaries with key takeaways and action items | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Automatic speaker detection and punctuation | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | AI chat agent and full document translation across 100+ languages | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Video transcription with subtitles and captions | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Export to PDF, DOCX, TXT, SRT, and audio with cloud sync | Integrations with planning and operations tools such as eMoney and Orion |
Cockatoo
Choose Cockatoo if you need transcribing recorded meetings and interviews into searchable, structured notes — strengths include handles both live recording and bulk upload of existing audio and video files.
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.
Cockatoo
CogniCor
It depends on your workflow. Cockatoo is strong for transcribing recorded meetings and interviews into searchable, structured notes, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
Cockatoo 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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