CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Recast Studio: AI video repurposing tool that turns webinars, podcasts, interviews, and Zoom recordings into captioned clips and written content. 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 Recast Studio when repurposing a zoom interview into blog posts and linkedin content 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 video repurposing tool that turns webinars, podcasts, interviews, and Zoom recordings into captioned clips and written content.
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
Recast Studio is an AI-powered video editor and repurposing platform aimed at marketing teams, podcasters, and content creators who produce long-form recordings. Its core promise is to take webinars, podcasts, interviews, and Zoom recordings and turn them into social-ready clips and written assets without manual scrubbing. The platform transcribes uploaded recordings and supports transcript-based editing, where highlighting or deleting text trims the underlying video, alongside automatic reframing with face detection and filler-word and pause removal. It generates captions synced to edits across more than twenty languages and can produce audiograms and template-based clips in multiple aspect ratios. Beyond video, Recast can draft blog posts, show notes, LinkedIn posts, and email summaries directly from a recording's transcript, and it includes direct publishing and scheduling to channels such as TikTok, Instagram, YouTube, Facebook, LinkedIn, and X, plus a shared team workspace. Because it explicitly accepts webinar and Zoom recordings, it bridges the gap between meeting and event recordings and short-form distribution. Recast Studio is actively operating, with current testimonials and functional sign-up on its site, and offers a free tier alongside paid plans. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Recast Studio is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Recast Studio |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Transcribes webinars, podcasts, interviews, and Zoom recordings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Transcript-based editing that trims video by editing text |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic reframing with face detection and filler-word/pause removal |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Caption generation synced to edits across 20+ languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI-generated blog drafts, show notes, LinkedIn posts, and email summaries |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Direct publishing and scheduling to multiple social 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.
Recast Studio
Choose Recast Studio if you need turning a recorded webinar into short captioned clips for social channels — strengths include explicitly handles webinar and zoom recordings, not just podcasts.
CogniCor
Recast Studio
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Recast Studio is strong for turning a recorded webinar into short captioned clips for social channels. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Recast Studio 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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