CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Mr. Transcription: Japanese AI transcription service (文字起こしさん) that converts audio, video, images, and PDFs to text and can auto-summarize recordings into meeting minutes. 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 Mr. Transcription when transcribing interviews and lectures with speaker separation matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Japanese AI transcription service (文字起こしさん) that converts audio, video, images, and PDFs to text and can auto-summarize recordings into meeting minutes.
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
Mr. Transcription (文字起こしさん) is a Japanese AI transcription service that converts audio, video, image, and PDF files into text directly in the browser. While it is a general-purpose transcription tool, it includes meeting-oriented capabilities: it can transcribe meeting recordings and then use AI to automatically summarize results into meeting minutes with key points. The service supports very large inputs (files up to roughly 1GB or several hours), generates subtitle files in SRT and VTT formats, and offers translation across more than 100 languages with automatic language detection for mixed-language audio. It is built around a privacy stance, with paid plans described as keeping no logs and not learning from user data. Mr. Transcription includes a customizable dictionary that improves recognition of frequently used or specialized terms over time, speaker recognition to distinguish multiple participants, and noise handling for clearer results in imperfect recording environments. The service operates a free tier offering a limited amount of daily audio and image transcription after registration, alongside several paid monthly and annual plans that scale up monthly transcription hours. It is currently operating and is used for meeting minutes, interviews, lecture notes, and subtitle creation, with broad multilingual coverage centered on Japanese. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Mr. Transcription is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Mr. Transcription |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Transcription of audio, video, image, and PDF files in the browser |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summarization that turns recordings into meeting minutes with key points |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Subtitle generation in SRT and VTT formats |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Translation across 100+ languages with automatic language detection |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Speaker recognition and a customizable terminology dictionary |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Privacy-focused paid plans described as keeping no logs |
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.
Mr. Transcription
Choose Mr. Transcription if you need creating meeting minutes and summaries from uploaded recordings — strengths include handles large files and a wide range of input formats including pdfs and images.
CogniCor
Mr. Transcription
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Mr. Transcription is strong for creating meeting minutes and summaries from uploaded recordings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Mr. Transcription 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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