CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Riverside: Browser-based podcast and video recording studio with AI transcription, captions, and text-based editing that also handles interviews and remote meetings. 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 Riverside when running and documenting remote interviews or small group conversations 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.
Browser-based podcast and video recording studio with AI transcription, captions, and text-based editing that also handles interviews and remote meetings.
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
Riverside is a web-based recording and editing studio built primarily for podcasters and video creators, with capabilities that extend to remote interviews and meetings. Participants join through a browser link without signing up, and Riverside records each person's audio and video locally on their own device before uploading the high-quality files after the session, which avoids the compression and dropout problems of standard video-call recording. Once a session is recorded or an existing file is uploaded, Riverside automatically generates a transcript using AI speech recognition, detects and labels separate speakers, and supports transcription across more than 100 languages. The transcript can be downloaded as plain text or as SRT/VTT caption files, and it powers text-based editing, where users trim or rearrange the recording by editing the transcript rather than a waveform. Riverside also offers AI clip generation for short-form social video and a teleprompter. It is aimed at podcasters, content creators, marketing teams, and anyone running recorded interviews or small group conversations that need clean transcripts and captions. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Riverside is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Riverside |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI-generated transcripts with automatic speaker detection and labeling |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Transcription support across more than 100 languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Caption and subtitle export in SRT and VTT formats |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Text-based editing that lets users cut and rearrange recordings by editing the transcript |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Local high-quality recording of each participant's audio and video track |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI clip generation for short-form social video |
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.
Riverside
Choose Riverside if you need transcribing and captioning recorded podcast episodes and video interviews — strengths include records each participant locally, producing cleaner audio and video than typical call recording.
CogniCor
Riverside
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Riverside is strong for transcribing and captioning recorded podcast episodes and video interviews. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Riverside 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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