CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. DepoIQ: DepoIQ is an AI platform that transcribes and analyzes legal depositions and Examinations Under Oath, turning testimony into structured, searchable claims intelligence. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and DepoIQ when insurers, tpas, and special investigation units reviewing euos and claim records for inconsistencies matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
DepoIQ is an AI platform that transcribes and analyzes legal depositions and Examinations Under Oath, turning testimony into structured, searchable claims intelligence.
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
DepoIQ is an AI-powered claims and litigation intelligence platform built around legal depositions and Examinations Under Oath (EUOs). It ingests recorded testimony alongside medical records and billing documents, organizing them into a unified, searchable claim file. The platform captures testimony through uploaded transcripts and video, and also supports remote examinations conducted over Zoom with real-time transcription via its Examination Hub. From this material, DepoIQ generates structured summaries with page-line references, automatically flags contradictions and admissions, and connects testimony patterns across claimants, witnesses, and experts. Its "Ask DepoIQ" feature lets users run natural-language queries across all depositions, records, and EUOs without manual review. The company describes a proprietary "Large Behavioral Model" that analyzes linguistic, structural, and temporal patterns and extracts behavioral features from video, audio, and natural language to support credibility assessment. DepoIQ is aimed at insurers, third-party administrators, Special Investigation Units, and defense litigation law firms handling complex claims.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); DepoIQ is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | DepoIQ |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Transcription of depositions and EUOs from uploaded video or live remote sessions over Zoom |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Structured summaries with page-line references extracting key testimony |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic detection of contradictions, admissions, and impeachment opportunities across documents |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Ask DepoIQ natural-language querying across all depositions, records, and EUOs |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Behavioral analysis of video, audio, and language via a proprietary Large Behavioral Model |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Cross-document analysis connecting testimony patterns across claimants, witnesses, and experts |
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.
DepoIQ
Choose DepoIQ if you need litigation and defense attorneys preparing cross-examination strategy from deposition testimony — strengths include purpose-built for depositions and euos rather than generic meeting notes.
CogniCor
DepoIQ
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while DepoIQ is strong for litigation and defense attorneys preparing cross-examination strategy from deposition testimony. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and DepoIQ is custom pricing. 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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