CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. quso.ai: All-in-one AI suite that transcribes and repurposes podcasts, interviews, and webinars into short clips, subtitles, and social posts. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and quso.ai when repurposing a podcast transcript into social posts and carousels matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
All-in-one AI suite that transcribes and repurposes podcasts, interviews, and webinars into short clips, subtitles, 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
quso.ai, formerly known as vidyo.ai, is an all-in-one social media AI suite that transforms long-form recordings into short-form clips and accompanying written content. It transcribes uploaded videos and audio and uses scene detection and highlight extraction to surface the most engaging moments, then generates vertical clips with animated, multi-language subtitles available in many caption styles. Although it serves general social media creators, the platform explicitly handles podcasts, interviews, and webinars, making it relevant for repurposing recorded conversations and sessions rather than only scripted video. From a transcript it can produce text-based social posts and carousels, AI captions, and hashtags, and its text-based editor lets users trim footage and remove filler words without traditional timeline editing. A built-in B-roll library, content planning, scheduling across multiple social platforms, and analytics round out the workflow so a single recording can move from upload to published posts in one dashboard. quso.ai is actively operating in 2025/2026, with its marketing materials citing a multi-million-user base. It is best suited to creators, coaches, and business teams who record interviews, podcasts, or webinars and want to turn them into distributable short-form content with transcription handled automatically. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); quso.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | quso.ai |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic transcription of uploaded podcasts, interviews, and webinars |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI clip generation using scene detection and highlight extraction |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multi-language animated subtitles with many caption styles |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Text-based video editing with filler-word removal |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Repurposing transcripts into social posts, carousels, captions, and hashtags |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Scheduling, B-roll library, content planning, and analytics across platforms |
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.
quso.ai
Choose quso.ai if you need turning a recorded interview or webinar into captioned short-form clips — strengths include handles interview, podcast, and webinar recordings, not just scripted video.
CogniCor
quso.ai
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while quso.ai is strong for turning a recorded interview or webinar into captioned short-form clips. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and quso.ai 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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