CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. 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 CreateWise AI when creating short social clips from long-form audio or video matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes.
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
CreateWise AI is a web-based platform that automates podcast post-production and content repurposing. Users upload an audio or video file, paste a YouTube link, or import via RSS feed, and the tool generates fully editable transcripts with speaker diarization. From a single episode it produces show notes, AI-generated summaries, chapter segmentation formatted for platforms like Spotify and YouTube, SEO-oriented keywords and metadata, and highlight clips sized for TikTok, Instagram, and YouTube. Its AI audio editing detects and removes filler words such as "um" and "uh" along with long silences. The product is aimed at podcasters, content creators, and marketing teams who want to turn long-form recordings into multiple distribution-ready assets with minimal manual editing. It is offered as a self-serve web application with a free tier and paid subscription plans. Note that CreateWise focuses on recorded podcast audio rather than live meetings; it does not join video calls or provide a real-time meeting recording bot, but its transcription and notes capabilities overlap with the meeting-assistant category.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); CreateWise AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | CreateWise AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Editable transcripts with speaker diarization |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Auto-generated show notes and episode summaries |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Chapter segmentation for Spotify and YouTube |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI highlight clip generation for TikTok, Instagram, and YouTube |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Automatic removal of filler words and silences |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Audio import via file upload, YouTube link, or RSS feed |
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.
CreateWise AI
Choose CreateWise AI if you need turning podcast episodes into transcripts, show notes, and chapters — strengths include repurposes one recording into multiple content assets in one workflow.
CogniCor
CreateWise AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while CreateWise AI is strong for turning podcast episodes into transcripts, show notes, and chapters. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and CreateWise AI 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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