CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Podsqueeze: AI tool that transcribes podcasts, interviews, and video recordings and repurposes them into show notes, summaries, clips, and social posts. 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 Podsqueeze when generating show notes, summaries, and social clips from a recorded conversation 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 tool that transcribes podcasts, interviews, and video recordings and repurposes them into show notes, summaries, clips, and social posts.
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
Podsqueeze is an AI-powered podcast production and repurposing platform built to turn a single long-form audio or video recording into a range of derivative assets. Its transcription engine converts conversations into text with automatic speaker identification and exports SRT subtitle files, which makes it usable for interview shows, panel discussions, and multi-host recordings as well as solo episodes. From a transcript, the tool can generate timestamped show notes, episode titles, summaries, blog drafts, newsletters, and social media posts, and it can cut short video clips and audiograms sized for vertical platforms such as TikTok, Instagram, and YouTube Shorts. Additional capabilities include one-click audio cleanup to remove filler words and silences, folder-based organization for managing multiple shows, and customizable AI tuning so output can be aligned with a brand voice before publishing. Podsqueeze also exposes a transcription API for developers who want to embed its speech-to-text into their own workflows. The product is actively operated, with its site referencing a large active-user base and a 2026 copyright. It is best suited to podcasters, agencies, and teams that record interviews or conversations and want to scale transcription and content output without manual editing. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Podsqueeze is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Podsqueeze |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription with automatic speaker identification and SRT subtitle export |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | One-click repurposing into show notes, summaries, blog posts, newsletters, and social posts |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Short-form video clip and audiogram generation for vertical platforms |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | One-click audio cleanup to remove filler words and silences |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Transcription API for developers |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Multi-show folder organization and customizable AI voice tuning |
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.
Podsqueeze
Choose Podsqueeze if you need transcribing and repurposing interview-style podcast episodes — strengths include single recording can be turned into many content formats with one click.
CogniCor
Podsqueeze
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Podsqueeze is strong for transcribing and repurposing interview-style podcast episodes. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Podsqueeze is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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