CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Felo Subtitles: A browser extension and companion app that adds real-time transcription and translated live subtitles to online meetings and live streams without joining as a bot. 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 Felo Subtitles when generating live bilingual subtitles and downloadable transcripts for youtube live and other streams 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.
A browser extension and companion app that adds real-time transcription and translated live subtitles to online meetings and live streams without joining as a bot.
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
Felo Subtitles, made by Felo Inc. (Sparticle), is a real-time transcription and translation tool delivered as a Chrome/Edge browser extension plus companion desktop apps for Windows and macOS. It listens to meeting and video audio, recognizes speech, and overlays live captions with instant translation into other languages, so participants can follow conversations across language barriers. The browser extension captions web-based audio such as Google Meet (web), YouTube Live, Twitch, and Facebook Live, while the separate Felo desktop app extends coverage to Zoom, Microsoft Teams, Webex, and Tencent Meeting without a bot joining the call. It recognizes speech in roughly 23 languages and translates into about 20 target languages. Captured sessions can be saved as transcripts and exported as text, and the tool offers AI summaries using templates for contexts like sales, learning, and one-on-ones. Custom speech and translation dictionaries let teams add industry terminology. It is aimed at IT, research, HR, legal, education, and video-creator users needing multilingual meeting communication.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Felo Subtitles is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Felo Subtitles |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time live transcription with subtitles overlaid on meetings and video streams |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Instant translation of captions across roughly 20 target languages (speech recognition in ~23 languages) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | No-bot capture: transcribes audio locally/in-browser without joining the meeting as a participant |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Transcript saving and export to text documents |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI-generated meeting summaries using templates (sales, learning, one-on-one) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Custom speech and translation dictionaries for industry-specific terminology |
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.
Felo Subtitles
Choose Felo Subtitles if you need following and translating multilingual video meetings on zoom, google meet, teams, or webex in real time — strengths include captures meetings without adding a visible bot participant, which is less intrusive than bot-based notetakers.
CogniCor
Felo Subtitles
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Felo Subtitles is strong for following and translating multilingual video meetings on zoom, google meet, teams, or webex in real time. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Felo Subtitles 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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