CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Depose AI: An AI-powered platform that records legal depositions and produces fast, timestamped transcripts with certification available on request. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Depose AI when flagging and annotating critical testimony in real time for case preparation 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.
An AI-powered platform that records legal depositions and produces fast, timestamped transcripts with certification available on request.
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
Depose AI is a legal technology platform that captures and transcribes depositions for remote, hybrid, and in-person legal testimony. Built by people with legal-industry experience, it records the deposition session and uses AI to generate a preliminary, highly accurate transcript with timestamps synchronized to the video moments after the session ends, rather than the weeks-long turnaround typical of traditional court reporting. The platform refines initial AI drafts toward greater accuracy and offers certified transcripts on request. During a live session, legal teams can place markers and annotations to flag critical segments of testimony in real time, and a Session Host is available to assist. After the session, users can generate downloadable HD video clips by selecting passages from the transcript, and upload recordings, transcripts, documents, clips, and assets to a secure repository where they can comment, manage exhibits, and share materials in-session. It targets attorneys, litigation teams, and legal professionals who need rapid, lower-cost deposition transcription as an alternative to conventional court reporting agencies.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Depose AI is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Depose AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI-generated deposition transcripts produced shortly after a session, with timestamps synced to the video |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Certified transcripts available on request, refined from the initial AI draft |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Real-time markers and annotations to flag key testimony during a live deposition |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | HD video clip generation by selecting segments directly from the transcript |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Secure repository to upload, manage, comment on, and share recordings, transcripts, exhibits, and documents |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Live Session Host support during deposition sessions |
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.
Depose AI
Choose Depose AI if you need capturing and transcribing remote, hybrid, or in-person legal depositions — strengths include much faster transcript turnaround than traditional court reporting, available the same day.
CogniCor
Depose AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Depose AI is strong for capturing and transcribing remote, hybrid, or in-person legal depositions. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Depose AI 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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