CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. LiveVoice: LiveVoice is a live-audio platform for events that delivers simultaneous interpretation, AI voice and text translation, and real-time AI captions to attendees on their own phones and browsers. 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 LiveVoice when adding live ai captions and transcripts for accessibility at on-site, online, or hybrid events 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.
LiveVoice is a live-audio platform for events that delivers simultaneous interpretation, AI voice and text translation, and real-time AI captions to attendees on their own phones and browsers.
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
LiveVoice is a live-audio platform built for events, conferences, meetings, guided tours, and church services. It turns attendees' own smartphones and browsers into receivers, so audiences listen to interpreted audio or read live captions in their own language without dedicated hardware, headsets, or IT setup. The platform supports remote simultaneous interpretation (RSI) by professional human interpreters working from anywhere through a multi-channel interpreter app, AI voice and text translation, or a combination of both. Its AI Live Captions feature transcribes a chosen audio channel in real time and can be configured in over 65 languages, displaying on the mobile app, web browsers, on-site screens, or as lower thirds in video streams. After an event, transcripts can be downloaded as text, CSV, SRT, or VTT files for sharing or repurposing. It works on iOS, Android, and Huawei devices and supports on-site, online, and hybrid events, integrating with video conferencing and livestreaming tools. It targets event organizers, conference planners, and accessibility teams.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); LiveVoice is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | LiveVoice |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Simultaneous interpretation via human interpreters (including remote RSI) |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI voice and text translation in real time |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI Live Captions configurable in over 65 languages |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Listen on attendees' own phones or browsers, no special hardware |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Downloadable transcripts in text, CSV, SRT, and VTT formats |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Caption delivery to app, browser, on-site screens, and video lower thirds |
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.
LiveVoice
Choose LiveVoice if you need providing multilingual interpretation and captions at conferences, churches, and guided tours — strengths include no dedicated receiver hardware or headsets needed; runs on attendees' own devices.
CogniCor
LiveVoice
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while LiveVoice is strong for providing multilingual interpretation and captions at conferences, churches, and guided tours. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and LiveVoice 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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