CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. DepoDash: Cloud court-reporting platform delivering verbatim deposition transcription via AI, stenographers, or voice writers. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and DepoDash when uploading existing hearing or deposition audio for ai transcription and certification matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Cloud court-reporting platform delivering verbatim deposition transcription via AI, stenographers, or voice writers.
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
DepoDash is a cloud-based court-reporting and legal transcription platform that delivers on-demand verbatim records for depositions, hearings, and other legal proceedings in a secure environment. The platform mirrors traditional court-reporting workflows and can produce the record through a stenographic reporter, a mask (voice) writer, or AI-based automatic speech recognition, giving legal teams flexible options. For existing recordings, users can upload audio files from depositions, hearings, or interviews and the AI engine identifies speakers and generates formatted transcripts in minutes, which can then be edited and certified by a legal transcriber. DepoDash applies legal-specific formatting such as line numbering, Q&A formatting, and timestamps, and supports real-time transcription with live annotations, exhibit and file sharing, secure breakout rooms, and speaker identification. It emphasizes protecting the integrity of the digital record, restricting access to audio, video, exhibits, and transcripts so the record manager controls the material rather than a general conferencing service. With no software or hardware to install and pay-as-you-go or subscription options, DepoDash targets attorneys, court reporters, and litigation support teams who need accurate, certifiable transcripts that meet legal formatting and evidentiary expectations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); DepoDash is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | DepoDash |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Cloud court reporting via stenographer, voice writer, or AI ASR |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI transcription of uploaded deposition, hearing, and interview audio with speaker ID |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Legal-specific formatting including line numbering, Q&A, and timestamps |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Real-time transcription with live annotations during proceedings |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Exhibit and file sharing plus secure breakout rooms |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Record-integrity controls limiting access to audio, video, and transcripts |
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.
DepoDash
Choose DepoDash if you need conducting remote depositions with real-time transcription and exhibit sharing — strengths include flexible record production through ai, stenographers, or voice writers.
CogniCor
DepoDash
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while DepoDash is strong for conducting remote depositions with real-time transcription and exhibit sharing. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and DepoDash 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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