CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Soniox: Multilingual speech AI platform offering real-time and async speech-to-text and translation APIs for meetings and voice apps. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Soniox when building voice agents and dictation features into apps 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.
Multilingual speech AI platform offering real-time and async speech-to-text and translation APIs for meetings and voice apps.
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
Soniox is a multilingual speech AI platform that provides speech-to-text, translation, and text-to-speech APIs aimed at developers building voice-enabled applications, including meeting transcription, voice agents, dictation, and call-center tools. Its speech recognition supports real-time streaming with low latency as well as asynchronous processing of recorded files, and it covers a broad set of languages with the ability to handle conversations where speakers switch languages mid-sentence. For meeting and multi-party scenarios, Soniox offers speaker separation so transcripts can attribute speech to individual participants, along with handling of names, alphanumerics, and domain-specific terms. The platform also includes real-time speech translation across many language pairs, which is useful for international calls and meetings. Soniox markets enterprise-grade compliance, including SOC 2 Type 2, ISO 27001, HIPAA, and GDPR, and offers multi-region deployment with data-residency options and a privacy-oriented architecture where audio is processed in real time. Because it is delivered as APIs and SDKs, organizations typically embed Soniox into their own products rather than using it as a standalone meeting application. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Soniox is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Soniox |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time and asynchronous speech-to-text APIs |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker separation for multi-participant conversations |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Real-time speech translation across many language pairs |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Code-switching support for mid-sentence language changes |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Web and server SDKs for browser and backend integration |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Enterprise compliance with SOC 2, ISO 27001, HIPAA, and GDPR |
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.
Soniox
Choose Soniox if you need transcribing multilingual meetings and calls in real time — strengths include strong multilingual and translation capabilities for global meetings.
CogniCor
Soniox
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Soniox is strong for transcribing multilingual meetings and calls in real time. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Soniox is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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