CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. PrismaScribe: AI transcription tool that converts interviews, meetings, podcasts and lectures into text with multi-speaker labeling and many export formats. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and PrismaScribe when generating subtitles from meeting or lecture recordings 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 transcription tool that converts interviews, meetings, podcasts and lectures into text with multi-speaker labeling and many export formats.
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
PrismaScribe is an AI transcription platform that converts uploaded audio and video files into text. It is designed to handle a range of source material including interviews, meetings, podcasts and lectures, and processes recordings faster than real time so users can get transcripts back quickly. The service supports transcription and translation across a large number of languages with automatic language detection and code-switching, which makes it useful for multilingual interviews and research recordings. PrismaScribe applies speaker identification to distinguish multiple participants in a recording and labels each speaker in the transcript, and it accepts many common audio and video formats. Finished transcripts can be exported in several formats including plain text, SRT and VTT subtitle files, PDF, Word and Markdown, so the output can flow into subtitling, documentation or qualitative analysis workflows. The product positions itself toward creators, journalists, researchers and professionals such as podcasters, media organizations and universities. PrismaScribe focuses on transcribing recorded files rather than providing a live in-meeting bot, making it well suited to teams that need accurate, multi-speaker transcripts of conversations they have already captured. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); PrismaScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | PrismaScribe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription of uploaded audio and video files |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker identification and labeling for multiple speakers |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Transcription and translation across many languages with auto-detection |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Support for a wide range of audio and video formats |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Faster-than-real-time processing speed |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export to TXT, SRT, VTT, PDF, Word and Markdown |
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.
PrismaScribe
Choose PrismaScribe if you need transcribing research and journalistic interviews with multiple speakers — strengths include strong multi-speaker and multilingual handling for research-style recordings.
CogniCor
PrismaScribe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while PrismaScribe is strong for transcribing research and journalistic interviews with multiple speakers. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and PrismaScribe 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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