CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Sonix: High-accuracy automated transcription in 50+ languages 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 Sonix when interview and podcast transcription matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
High-accuracy automated transcription in 50+ languages
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
Sonix is an automated transcription service that converts audio and video into accurate, searchable text across a wide range of languages. While not a meeting bot in the traditional sense, it is widely used to transcribe recorded meetings, interviews, podcasts, and videos, making it a core AI-transcription tool for teams that work with recorded conversations. Sonix provides an in-browser editor where users can review and correct transcripts, add timestamps and speaker labels, and search across content quickly. It also offers translation and subtitle features, which helps multilingual teams and content creators repurpose recordings. Because it focuses on high-quality transcription rather than live meeting assistance, Sonix is often paired with recording tools or used to process existing audio and video files. It is popular with researchers, journalists, podcasters, and businesses that need reliable transcripts they can edit, search, and translate, with an emphasis on accuracy and language coverage. Platforms: Web / upload audio and video. Integrations: Zapier, Google Drive. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Sonix is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Sonix |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automated transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | In-browser transcript editor |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multi-language support |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Translation and subtitles |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Search across transcripts |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Automated transcription |
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.
Sonix
Choose Sonix if you need transcribing recorded meetings — strengths include accurate transcription with strong editing.
CogniCor
Sonix
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Sonix is strong for transcribing recorded meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Sonix 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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