CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Exemplary AI: AI transcription and content-repurposing tool that turns podcasts, webinars, interviews, and videos into transcripts, subtitles, clips, and written summaries. 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 Exemplary AI when producing subtitles and translations for multilingual video distribution 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.
AI transcription and content-repurposing tool that turns podcasts, webinars, interviews, and videos into transcripts, subtitles, clips, and written summaries.
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
Exemplary AI is a transcription and content-repurposing platform for long-form audio and video. Users upload a recording or import one, and Exemplary AI produces a transcript, then offers tools to convert that recording into subtitles, short clips, summaries, show notes, chapters, and blog posts. The transcription handles audio and video across a large number of languages and can generate subtitles and translations, making it usable for accessibility and multilingual distribution. Beyond raw transcription, the platform includes an AI writer and chat that work against the transcript so users can ask questions or generate written content from the conversation, plus lightweight video editing such as trimming, removing filler words, adding B-roll, and styling captions. Exemplary AI markets dedicated workflows for podcasts, webinars, and academic recordings, and the transcription and captioning features apply equally to recorded interviews and meetings. It is aimed at content creators, marketers, educators, and businesses that want to extract transcripts, captions, and repurposed assets from their recorded spoken content. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Exemplary AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Exemplary AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Transcription of audio and video with high stated accuracy |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Subtitles and translations across more than 100 languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI writer and chat that generate content and answer questions from the transcript |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Short-clip generation from long recordings for social video |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Video editing tools including trimming, filler-word removal, and caption styling |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Dedicated transcription workflows for podcasts, webinars, and academic recordings |
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.
Exemplary AI
Choose Exemplary AI if you need transcribing and captioning podcasts, webinars, and recorded interviews — strengths include combines transcription, captioning, and content repurposing in one tool.
CogniCor
Exemplary AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Exemplary AI is strong for transcribing and captioning podcasts, webinars, and recorded interviews. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Exemplary AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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