CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click 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 Good Tape when podcasters producing editable transcripts and subtitles with speaker labels 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.
EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click 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
Good Tape is an automated AI transcription platform that turns audio and video recordings into text across more than 100 languages and accents. It is positioned for journalists, newsrooms, academics, podcasters, legal and consulting professionals, and content creators, and explicitly supports interviews, meetings, podcasts, lectures, and webinars. Users upload files or record directly through its iOS and Android app, which captures high-quality audio and syncs automatically for transcription. The web editor offers synced audio playback that highlights the current word as you read, color-coded speaker labels to distinguish participants, and a one-click AI Summaries feature that generates a clean overview of key points from a transcript. Recordings can be grouped into collections by topic, client, or date, shared with colleagues, and annotated with notes attached to specific moments. Bulk uploading lets teams process many files at once, and transcripts can be exported as subtitle files such as .srt or .vtt for platforms like YouTube and Vimeo. Good Tape emphasizes privacy and compliance: servers are located in the EU, it is GDPR compliant and ISO 27001 certified, files are auto-deleted unless retained, and the company states it never trains its models on user files. Free and paid tiers are available. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Good Tape is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Good Tape |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription supporting 100+ languages and accents |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Color-coded speaker labels (diarization) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | One-click AI summaries of key points |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Synced audio playback that highlights words during editing |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Bulk uploading and collections for organizing recordings |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Team sharing and timestamped notes for collaboration |
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.
Good Tape
Choose Good Tape if you need journalists transcribing recorded interviews with source privacy in mind — strengths include strong privacy and compliance posture (eu servers, gdpr, iso 27001, no model training on user files).
CogniCor
Good Tape
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Good Tape is strong for journalists transcribing recorded interviews with source privacy in mind. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Good Tape 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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