CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Reduct: Transcription and text-based video editing platform that can capture live Zoom, Google Meet, and Teams calls and make hours of recordings searchable by text. 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 Reduct when reviewing and pulling quotes from qualitative research and ux interview recordings 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.
Transcription and text-based video editing platform that can capture live Zoom, Google Meet, and Teams calls and make hours of recordings searchable by text.
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
Reduct is a transcription and collaborative video platform built around the idea of working with audio and video as searchable text. It transcribes large volumes of recordings and lets teams find, annotate, highlight, redact, edit, and share specific moments by interacting with the transcript rather than scrubbing through a timeline, an approach the company describes as a kind of find-in-page search for video. Reduct's Live Capture feature can join Zoom, Google Meet, and Microsoft Teams calls when a meeting link is provided, recording and transcribing the conversation so that meetings, interviews, and research sessions become text that the whole team can search and reference. The platform includes a text-based video editor, translation, and redaction tools for sensitive content. Reduct is used by qualitative and UX researchers, legal and public-defense teams, film and production groups, marketers, and educators who need to review long recordings, pull out quotes and clips, and collaborate on the contents of interviews and meetings. It is positioned for teams handling substantial amounts of recorded conversation rather than individual quick transcripts. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Reduct is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Reduct |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Transcription of large volumes of audio and video into searchable text |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Live Capture that joins and records Zoom, Google Meet, and Microsoft Teams calls |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Text-based video editing by selecting and cutting transcript text |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Annotation, highlighting, and clip-sharing tools for collaboration |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Redaction tools for removing sensitive content from recordings |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Translation of transcripts |
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.
Reduct
Choose Reduct if you need capturing and transcribing live zoom, meet, or teams meetings and interviews — strengths include makes long recordings navigable by searching and editing transcript text.
CogniCor
Reduct
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Reduct is strong for capturing and transcribing live zoom, meet, or teams meetings and interviews. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Reduct is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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