CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Konch: AI transcription service with optional human review and a dedicated AI meeting assistant. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Konch when converting interviews and podcasts into editable text 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.
AI transcription service with optional human review and a dedicated AI meeting assistant.
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
Konch is an AI transcription service that converts audio and video to text and offers an optional layer of professional human review for higher accuracy. It supports a broad set of languages and provides translation of transcripts into many additional languages, making it usable for multilingual content. For meetings specifically, Konch offers an AI meeting assistant called KonchMate that handles meeting transcription and note-taking. The platform includes an in-browser editor for refining transcripts, multiple export formats for moving content into other tools, and generative-AI features for summarization and content generation from transcribed material. Users can rely on the automated AI output for fast results or request human-reviewed transcripts that are completed within a defined turnaround window when higher accuracy is needed. Konch emphasizes data protection with GDPR compliance and encrypted transfers, and it positions itself for use cases such as interviews, podcasts, lectures, and meetings. It is suited to individuals and teams that want a transcription tool with both self-serve AI processing and an option to escalate to human-verified output, plus a dedicated assistant for capturing meeting notes. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Konch is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Konch |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription for audio and video across many languages |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Optional human-reviewed transcripts for higher accuracy |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | KonchMate AI meeting assistant for note-taking |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Translation of transcripts into additional languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Built-in transcript editor and multiple export formats |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Generative-AI summarization tools |
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.
Konch
Choose Konch if you need transcribing meetings and generating summarized notes — strengths include choice between fast ai output and human-verified accuracy.
CogniCor
Konch
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Konch is strong for transcribing meetings and generating summarized notes. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Konch 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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