CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. SoundType AI: SoundType AI is an AI audio and video transcription platform that converts recordings into text with speaker identification, AI summaries, and an interactive chat to query the content. 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 SoundType AI when producing labeled transcripts of interviews and podcasts for content creation 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.
SoundType AI is an AI audio and video transcription platform that converts recordings into text with speaker identification, AI summaries, and an interactive chat to query the content.
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
SoundType AI is an AI-powered transcription platform that converts audio and video recordings into searchable, editable text. It is built for professionals, content creators, students, and researchers handling meetings, interviews, lectures, and podcasts. Users upload common audio formats such as MP3, WAV, M4A, and WMA, and the service transcribes them while automatically identifying and tagging different speakers (speaker diarization) to produce structured, easy-to-follow transcripts. Beyond plain transcription, it generates AI summaries that condense long recordings into key points and highlights, and offers an interactive "chat with your audio" feature that lets users ask questions about a recording and receive answers drawn from the transcribed content. SoundType AI advertises support for over 90 languages and dialects and lets users export transcripts as TXT, SRT, PDF, and DOCX files. It is available across the web, iOS, and Android, with synced access. The product distinguishes itself by combining accurate multilingual transcription with summarization and conversational querying of recordings in one tool.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); SoundType AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | SoundType AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Audio and video transcription supporting MP3, WAV, M4A, and WMA files |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic speaker identification (diarization) that tags different speakers |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI-generated summaries condensing transcripts into key points and highlights |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Interactive chat to ask questions and get answers from recorded content |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Support for over 90 languages and dialects |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export to TXT, SRT, PDF, and DOCX formats |
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.
SoundType AI
Choose SoundType AI if you need transcribing and summarizing team meetings and capturing action items — strengths include combines transcription, speaker labeling, ai summaries, and chat-with-audio in one tool.
CogniCor
SoundType AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while SoundType AI is strong for transcribing and summarizing team meetings and capturing action items. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and SoundType AI 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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