CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. 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 Gladia when adding live captions and transcripts to video-conferencing products 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.
Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations.
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
Gladia is a speech-to-text API built for developers and product teams who want to embed transcription and audio intelligence into their own applications, including meeting assistants and note-taking tools. It offers both asynchronous transcription of pre-recorded audio and video files and a real-time streaming engine over WebSocket that returns results with low latency, making it suitable for live meetings and calls. The platform handles a wide range of languages with automatic language detection and code-switching, so it can follow conversations where participants switch languages mid-call. For meeting use cases, Gladia provides speaker diarization to label who said what, word-level timestamps, custom vocabulary, and audio-intelligence features such as summarization, sentiment analysis, and action-item extraction. It also offers meeting-bot integration that can join Zoom, Google Meet, and Microsoft Teams sessions to capture audio. Gladia positions itself as infrastructure rather than an end-user product, so companies typically use it to power their own transcription, captioning, or conversation-analytics features while relying on Gladia's compliance posture for data handling. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Gladia is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Gladia |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time streaming transcription over WebSocket with low latency |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Asynchronous transcription for pre-recorded audio and video files |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker diarization with word-level timestamps |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Multilingual transcription with automatic language detection and code-switching |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Audio intelligence: summaries, sentiment analysis, and action-item extraction |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Meeting-bot integration for Zoom, Google Meet, and Microsoft Teams |
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.
Gladia
Choose Gladia if you need powering a custom ai meeting assistant or note-taker — strengths include single api covers both batch and real-time transcription use cases.
CogniCor
Gladia
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Gladia is strong for powering a custom ai meeting assistant or note-taker. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Gladia is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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