CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Deciphr: Deciphr is an AI platform that transcribes audio and video files and automatically repurposes them into transcripts, show notes, articles, social captions, and video reels. 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 Deciphr when marketers repurposing webinars and recorded talks into articles, newsletters, and social posts matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Deciphr is an AI platform that transcribes audio and video files and automatically repurposes them into transcripts, show notes, articles, social captions, and video reels.
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
Deciphr is an AI content-automation platform that transcribes audio and video—including podcasts, webinars, and meetings—and turns a single upload into a suite of derived content. After processing a recording, it generates a transcript plus assets such as show notes, episode summaries, chapters, quotes, SEO articles, FAQs, newsletters, social captions, audiograms, and video reels. Its built-in editor supports bulk editing, filler-word filtering, and automated speaker identification, letting users add speaker names and clean up text in-app. An AI chat assistant lets you query a transcript, brainstorm ideas, and pull suggestions from the uploaded content, and batch upload can pull from YouTube channels, playlists, or RSS feeds. Deciphr is aimed primarily at podcasters, YouTubers, webinar hosts, B2B marketers, agencies, and content creators whose main need is repurposing long-form recordings into many marketing assets rather than live meeting capture. It offers a free tier alongside paid Hobbyist, Professional, and Enterprise plans, with API access and advanced batch features available on higher tiers.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Deciphr is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Deciphr |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription of audio and video files, including podcasts, webinars, and meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automated repurposing into 75+ asset types (show notes, summaries, articles, FAQs, captions, newsletters) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Audiogram and video reel generation, plus an AI clip finder for social media |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | In-app editor with bulk editing, filler-word filtering, and automated speaker identification |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI chat assistant to query transcripts and brainstorm content ideas |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Batch upload from YouTube channels, playlists, or RSS feeds |
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.
Deciphr
Choose Deciphr if you need podcasters generating show notes, transcripts, chapters, and clips from each episode — strengths include turns one recording into many ready-to-use marketing assets, saving significant manual repurposing time.
CogniCor
Deciphr
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Deciphr is strong for podcasters generating show notes, transcripts, chapters, and clips from each episode. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Deciphr 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.
More head-to-head comparisons involving CogniCor and Deciphr.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cresta: Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Daglo: Korean all-in-one AI notetaker by Action Power that records, transcribes, and summarizes meetings and lectures, with strong Korean recognition and post-recording tools. Below, they line up on price, capture method, and how each fits a real meeting stack.