CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Speechmatics: Speech-to-text and voice AI provider offering real-time transcription and live captioning APIs. 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 Speechmatics when embedding automated transcription into meeting or media platforms 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.
Speech-to-text and voice AI provider offering real-time transcription and live captioning APIs.
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
Speechmatics is a speech-to-text and voice AI company that provides transcription and captioning technology through APIs, supporting both recorded and real-time audio across many languages. Its core offering converts speech to text for multilingual, multi-speaker conversations, with low-latency real-time processing suitable for live use. The platform powers live captioning for events, sports, news, and broadcasts, and its transcription technology can be embedded into other products, including meeting platforms that need automated note-taking and captions. Because Speechmatics is delivered primarily as a developer-facing engine, it serves teams building their own applications as well as media and enterprise customers who need accurate speech recognition at scale. It supports features such as multi-speaker handling and broad language coverage, and the company emphasizes security and compliance certifications. Speechmatics is aimed at developers, product teams, media organizations, and enterprises that need to add accurate transcription, subtitles, or live captions to their own workflows and applications rather than use a packaged consumer note-taker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Speechmatics is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Speechmatics |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Speech-to-text transcription for recorded and real-time audio |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Low-latency real-time processing for live use |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Live captioning for events, broadcasts, and streams |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Multi-speaker and multilingual support across many languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | APIs for embedding transcription into other applications |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Speech-to-text transcription for recorded and real-time audio |
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.
Speechmatics
Choose Speechmatics if you need adding live captions to broadcasts, sports, and events — strengths include real-time, low-latency transcription suitable for live captioning.
CogniCor
Speechmatics
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Speechmatics is strong for adding live captions to broadcasts, sports, and events. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Speechmatics 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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