CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Maestra: AI platform for transcription, subtitles, dubbing, and live captioning across many languages. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Maestra when adding live captions to webinars, streams, and meetings 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.
AI platform for transcription, subtitles, dubbing, and live captioning across many languages.
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
Maestra is an AI-powered media platform that provides transcription, subtitling, translation, and dubbing for audio and video content, both on demand and in real time. For transcription, users upload audio or video and Maestra produces speech-to-text output with features such as speaker detection, punctuation, and timestamps. The platform can auto-generate subtitles and captions, which users can edit, style, and export in multiple formats, and it can translate that text across a large set of languages. Maestra also offers live transcription for meetings, webinars, and streams, with stated integrations for platforms including Zoom and Microsoft Teams, as well as live production tools. This makes it usable both as a post-production transcription and captioning service and as a real-time captioning layer over live sessions. Maestra is aimed at media companies, content creators, marketers, and organizations that need multilingual transcripts, subtitles, and captions, and that may also want real-time captioning for live events and meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Maestra is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Maestra |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription with speaker detection, punctuation, and timestamps |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic subtitle and caption generation with editing tools |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Translation of transcripts and subtitles across many languages |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Real-time live transcription for meetings, webinars, and streams |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Integrations with live and meeting platforms such as Zoom and Microsoft Teams |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI transcription with speaker detection, punctuation, and timestamps |
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.
Maestra
Choose Maestra if you need generating multilingual subtitles for video content — strengths include covers both on-demand and real-time transcription needs.
CogniCor
Maestra
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Maestra is strong for generating multilingual subtitles for video content. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Maestra 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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