CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. InnoCaption: InnoCaption is a real-time call and meeting captioning service for people with hearing loss, providing live captions for phone calls and video conferences via mobile apps and the web. 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 InnoCaption when making and receiving captioned phone calls independently 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.
InnoCaption is a real-time call and meeting captioning service for people with hearing loss, providing live captions for phone calls and video conferences via mobile apps and the web.
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
InnoCaption is a captioning service built for deaf and hard-of-hearing users in the United States that displays real-time text of what others say during phone calls and video meetings. Users speak with their own voice and read captions generated either by live human stenographers or by automated speech recognition, switching between the two as needed. The mobile apps run on iOS and Android phones and tablets, and InnoCaption Web brings captioning to a browser. For virtual meetings, the InnoCaption Bot can join Zoom, Google Meet, Microsoft Teams, and Webex calls from a pasted meeting link, showing live captions with speaker identification; a dial-in method is also supported. Past call and meeting transcripts are saved and can be reviewed, emailed, or shared via a live-caption link that others open in any browser without logging in. The service is FCC-certified and funded through the federal Telecommunications Relay Services Fund. It is aimed at individuals with hearing loss who need accessible phone and meeting communication.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); InnoCaption is free (free). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | InnoCaption |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time captioning of phone calls and video meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Choice of live human stenographers or automated speech recognition |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | InnoCaption Bot joins Zoom, Google Meet, Microsoft Teams, and Webex with speaker identification |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | InnoCaption Web for captioning calls and meetings in a browser |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Saved call and meeting transcripts that can be reviewed or emailed |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Shareable live-caption link viewable in any browser without login |
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.
InnoCaption
Choose InnoCaption if you need captioning work video meetings on zoom, teams, meet, or webex for hard-of-hearing participants — strengths include free to eligible users, funded by the fcc telecommunications relay services fund.
CogniCor
InnoCaption
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while InnoCaption is strong for captioning work video meetings on zoom, teams, meet, or webex for hard-of-hearing participants. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and InnoCaption is free. 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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