CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Interactio: Multilingual meeting and event platform combining real-time human and AI interpretation with live captions across Zoom, Teams, and Webex. 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 Interactio when streaming interpreted audio to onsite attendees via a smartphone listener app 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.
Multilingual meeting and event platform combining real-time human and AI interpretation with live captions across Zoom, Teams, and Webex.
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
Interactio is a software-defined conferencing and interpretation platform that powers multilingual meetings and events across hybrid, online, and onsite settings. It provides real-time interpretation through a network of certified human interpreters, AI translation as an alternative, and the ability to mix human and AI interpretation within a single meeting. The platform offers dedicated consoles for moderators, participants, interpreters, and AV control, along with an event customization panel and a smartphone listener app that lets onsite attendees stream interpreted audio directly to their phones. For virtual and hybrid sessions, Interactio integrates with major meeting platforms including Microsoft Teams, Zoom, and Webex, and it supports hardware-agnostic conferencing for physical rooms. The company reports a substantial operating footprint, citing millions of users and tens of thousands of events across many countries, and lists notable institutional and corporate clients. Interactio is actively operating in 2025/2026 with a live web platform and iOS and Android apps. It is best suited to organizations that run multilingual meetings, conferences, and parliamentary or institutional sessions and want enterprise-grade interpretation with the flexibility to combine human interpreters and AI translation alongside live captions. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Interactio is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Interactio |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time human interpretation with certified interpreters |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI translation and mixed human-plus-AI interpretation in one meeting |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Live captions for multilingual sessions |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Smartphone listener app for onsite attendees |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Integrations with Microsoft Teams, Zoom, and Webex |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Dedicated moderator, participant, interpreter, and AV control consoles |
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.
Interactio
Choose Interactio if you need interpreting a hybrid conference for attendees on zoom, teams, or webex — strengths include supports onsite, hybrid, and fully virtual multilingual events.
CogniCor
Interactio
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Interactio is strong for interpreting a hybrid conference for attendees on zoom, teams, or webex. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Interactio 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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