CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. oTranscribe: A free, open-source web app that eases manual transcription of recorded interviews by integrating media playback controls beside a text editor. 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 oTranscribe when academic and qualitative researchers transcribing fieldwork or oral-history recordings 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.
A free, open-source web app that eases manual transcription of recorded interviews by integrating media playback controls beside a text editor.
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
oTranscribe is a free, open-source (MIT license) web app, created by Elliot Bentley and maintained by the MuckRock Foundation, that takes the pain out of transcribing recorded interviews. It runs in the browser on desktop computers and places an integrated audio or video player alongside a text editor, so you can pause, rewind, and fast-forward your recording using keyboard shortcuts without taking your hands off the keys or switching between apps. It is built for journalists, researchers, oral historians, and students who type up interviews and recordings themselves. Rather than using automatic speech recognition, oTranscribe assists manual transcription: you listen and type, inserting interactive timestamps (Ctrl+J) that you can click to jump back to that moment in the media. Your transcript autosaves to the browser's local storage, and audio files never leave your computer, keeping work private. Finished transcripts can be exported to Markdown, plain text, or oTranscribe's own .otr format, or sent to Google Drive. Rich-text formatting and adjustable playback speed are supported.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); oTranscribe is open source (open source). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | oTranscribe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Integrated audio/video player next to the transcript editor |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Keyboard shortcuts to pause, rewind, fast-forward, and adjust playback speed without leaving the keyboard |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Clickable interactive timestamps that jump to the matching point in the media |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic saving to browser local storage with transcript history backups |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Export to Markdown, plain text, .otr format, or send to Google Drive |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Local, private processing - audio and transcript never leave the user's computer |
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.
oTranscribe
Choose oTranscribe if you need journalists typing up recorded interviews for articles — strengths include completely free and open source under the mit license.
CogniCor
oTranscribe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while oTranscribe is strong for journalists typing up recorded interviews for articles. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and oTranscribe is open source. 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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