CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. EventCAT: AI platform that delivers real-time subtitles and voice interpretation in 50+ languages for conferences, webinars, and online meetings. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and EventCAT when adding real-time translation and captions to zoom, teams, or google meet webinars 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.
AI platform that delivers real-time subtitles and voice interpretation in 50+ languages for conferences, webinars, 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
EventCAT is an AI-powered real-time interpretation and subtitling platform built by XL8 Inc. for meetings, webinars, and live conferences. It converts spoken audio into live captions and synthesized voice translation across more than 50 languages, allowing multilingual audiences to follow sessions without traditional interpreter booths. The platform offers two products: an OnlineMeeting mode that integrates with Zoom, Google Meet, and Microsoft Teams, and a Conference mode designed for in-person and hybrid events. For conferences, each session generates a unique QR code so attendees can view or listen to captions in their preferred language on a phone or tablet, while subtitles can also be projected on main event screens and pushed to YouTube and OBS streams. EventCAT exposes two processing modes, one tuned for low latency and one tuned for accuracy, and supports custom glossaries for industry and company-specific terminology. After an event it produces downloadable transcripts in multiple languages and AI-generated summaries. The service advertises SOC 2 certification and a stated policy of not storing or training on user data, and it is actively operating in 2025 and 2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); EventCAT is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | EventCAT |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time AI subtitles and synthesized voice interpretation in 50+ languages |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Conference mode with per-session QR codes for attendees plus main-screen subtitle display |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Integrations with Zoom, Google Meet, Microsoft Teams, YouTube, and OBS |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Selectable speed-prioritized and accuracy-prioritized translation modes |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Custom glossaries for industry and proper-noun accuracy |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Post-event downloadable multilingual transcripts and AI summaries |
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.
EventCAT
Choose EventCAT if you need providing multilingual live subtitles and audio at in-person conferences and seminars — strengths include combines both live captions and voice interpretation in one platform.
CogniCor
EventCAT
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while EventCAT is strong for providing multilingual live subtitles and audio at in-person conferences and seminars. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and EventCAT 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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