CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. SRTGen: AI subtitle and SRT generator that also transcribes meetings, interviews, and podcasts with multi-format caption export. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and SRTGen when transcribing corporate meetings, conferences, and recorded interviews 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.
AI subtitle and SRT generator that also transcribes meetings, interviews, and podcasts with multi-format caption export.
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
SRTGen is an AI-powered subtitle and transcription platform centered on producing professional caption files. Users can upload video or audio, or paste links from social platforms, and SRTGen generates time-coded subtitles with automatic speaker separation. While it is marketed heavily toward creating SRT files and translated subtitles for content like YouTube and short-form video, the platform explicitly extends to corporate meetings, conferences and events, and academic and market research, including interviews and focus groups. It supports a large number of languages and locales with global dialect coverage and offers translation alongside transcription. Output options include subtitle formats such as SRT, VTT, and ASS, as well as document and data formats like DOCX, PDF, TXT, and JSON. SRGen includes a timeline-based subtitle editor with animation capabilities, the ability to burn hardcoded subtitles into video, and real-time multi-user collaboration. The service runs on a credits-based model rather than a fixed subscription, with a small free allotment to start, making it flexible for occasional caption jobs as well as recurring meeting and interview transcription needs across teams and organizations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); SRTGen is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | SRTGen |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI subtitle generation with automatic speaker separation |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Transcription for corporate meetings, conferences, interviews, and research |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Export to SRT, VTT, ASS, TXT, DOCX, PDF, and JSON |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Translation across a large set of languages and locales |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Timeline-based subtitle editor with animation and burn-in options |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Real-time multi-user collaborative editing |
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.
SRTGen
Choose SRTGen if you need generating srt and vtt subtitles for podcasts and video content — strengths include strong caption-file output options for video editing workflows.
CogniCor
SRTGen
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while SRTGen is strong for generating srt and vtt subtitles for podcasts and video content. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and SRTGen 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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