CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. DubTab: DubTab is a Chrome and Edge browser extension that delivers real-time translated subtitles and optional AI voice dubbing for audio playing in any browser tab, including livestreams and online meetings. 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 DubTab when watching international livestreams, webinars or videos with instant translated subtitles 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.
DubTab is a Chrome and Edge browser extension that delivers real-time translated subtitles and optional AI voice dubbing for audio playing in any browser tab, including livestreams and online meetings.
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
DubTab is a browser extension for Chrome and Edge that translates spoken audio in real time as it plays in a browser tab. Rather than requiring file uploads or exports, it listens to the audio of whatever tab is playing and produces live translated subtitles on screen, optional bilingual (original plus translation) captions, and low-latency AI voice dubbing that speaks the translation aloud. The vendor states audio stays in the tab and only text segments are processed, and that translations appear with roughly half-a-second latency suitable for live content. It supports 50+ languages and offers voice selection and volume-ducking controls. Because it works on any site with audio, supported contexts include YouTube, Twitch, Netflix, Udemy, Coursera and Bilibili, as well as meeting and conferencing tools such as Zoom, Google Meet and Microsoft Teams, where it can show what participants are saying in real time. It is aimed at online learners, livestream and international-content viewers, and remote meeting participants who need on-the-fly interpretation and captioning.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); DubTab is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | DubTab |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time translated subtitles overlaid on any audio-playing browser tab |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Low-latency AI voice dubbing that speaks the translation aloud |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Optional bilingual captions showing original and translation simultaneously |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Support for 50+ languages with selectable AI voices |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Works across video, streaming and meeting platforms (YouTube, Twitch, Zoom, Google Meet, Teams, Udemy, Coursera) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | In-tab audio processing with no file uploads required |
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.
DubTab
Choose DubTab if you need following zoom, google meet or teams meetings in another language with live captions and dubbing — strengths include real-time, low-latency translation works live across meetings, courses and streams without pausing.
CogniCor
DubTab
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while DubTab is strong for following zoom, google meet or teams meetings in another language with live captions and dubbing. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and DubTab 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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