CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. iFlyRec: iFLYTEK's Chinese AI transcription platform for recording-to-text, meeting minutes, and multilingual translation. 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 iFlyRec when journalists and researchers converting recordings to searchable text matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
iFLYTEK's Chinese AI transcription platform for recording-to-text, meeting minutes, and multilingual translation.
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
iFlyRec (Chinese name Xunfei Tingjian) is an AI transcription and meeting documentation platform from iFLYTEK, a Chinese company specializing in speech recognition and natural language processing. The platform converts spoken audio into text and generates meeting minutes automatically. It supports two main workflows: real-time recording with simultaneous transcription during meetings, and file import for batch transcription of existing audio or video, with the vendor stating that an hour of audio can be processed in a few minutes. iFlyRec identifies and separates speaker roles so that transcripts and minutes can attribute statements to individual participants, and it offers AI-generated meeting summaries that extract key points. It also provides multilingual transcription and translation, with several languages available for instant translation, and connects to iFLYTEK's broader tooling such as an AI writing assistant for refining output. Built on iFLYTEK's mature Chinese speech-recognition technology, iFlyRec is aimed at Chinese-language professionals such as journalists, researchers, and corporate staff who need fast, accurate transcription of recordings, interviews, and meetings, and it offers enterprise deployment options for organizations with larger needs. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); iFlyRec is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | iFlyRec |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time recording with simultaneous transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Fast batch transcription of imported audio and video files |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker role identification and segmentation |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI-generated meeting summaries with key-point extraction |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Multilingual transcription with instant translation options |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integration with iFLYTEK's AI writing assistant |
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.
iFlyRec
Choose iFlyRec if you need chinese-language professionals transcribing meetings and interviews — strengths include built on iflytek's mature chinese speech-recognition technology.
CogniCor
iFlyRec
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while iFlyRec is strong for chinese-language professionals transcribing meetings and interviews. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and iFlyRec 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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