CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Simon Says: AI transcription, captioning, and translation built for professional video and audio workflows. 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 Simon Says when translating subtitles for international distribution 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, captioning, and translation built for professional video and audio workflows.
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
Simon Says is an AI transcription, captioning, and translation platform built for professional audio and video production workflows. Users upload audio or video and Simon Says transcribes the speech into text, with speaker identification to separate dialogue, and can generate subtitles and captions using built-in visual editing tools. The platform supports transcription and translation across roughly a hundred languages, making it useful for international distribution and localization. A defining characteristic is its focus on production environments: Simon Says integrates with industry-standard editing software such as Final Cut Pro, Adobe Premiere Pro, DaVinci Resolve, and Avid, so transcripts and captions can move directly into editing timelines. This positions it as a transcription and captioning layer for video editors, producers, post-production teams, and content creators rather than a meeting note-taker. It is aimed at professionals who need accurate, editable transcripts and subtitles that fit into established editing pipelines, as well as researchers and creators who need reliable speech-to-text and multilingual captioning. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Simon Says is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Simon Says |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription with speaker identification |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Subtitle and caption generation with visual editing |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Translation across many languages |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Integrations with Final Cut Pro, Premiere Pro, DaVinci Resolve, and Avid |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Support for professional audio and video formats |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI transcription with speaker identification |
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.
Simon Says
Choose Simon Says if you need transcribing and captioning footage for video editing projects — strengths include integrates directly with professional video editing software.
CogniCor
Simon Says
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Simon Says is strong for transcribing and captioning footage for video editing projects. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Simon Says 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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