CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Steno: Steno is a tech-enabled court reporting and litigation support platform that captures, transcribes, and analyzes legal proceedings such as depositions, including an AI transcript analysis tool. 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 Steno when using ai to summarize, search, and compare deposition transcripts for case strategy matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Steno is a tech-enabled court reporting and litigation support platform that captures, transcribes, and analyzes legal proceedings such as depositions, including an AI transcript analysis tool.
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
Steno is a court reporting and litigation services company built for law firms and attorneys. It provides access to a network of certified court reporters who capture spoken proceedings and produce transcripts in rough, original, and certified formats, with realtime, next-day, and expedited delivery options. For remote work, Steno Connect is a Zoom app purpose-built for depositions, adding secure exhibit handling, annotation, and a live technical assistant; the company reports SOC 2 Type II and HIPAA compliance. Video capabilities include standard video plus text-to-video synchronization. Its AI tool, Transcript Genius, reads case transcripts to generate summaries, answer conversational questions with page and line citations, run semantic and exact-match search, and compare multiple transcripts to surface contradictions; users can also upload outside .txt and .pdf transcripts. A Firm Dashboard handles scheduling, file access, and invoicing, and integrations include Zoom, Clio, and Litify. Steno also offers deferred, contingency-friendly payment. It is aimed primarily at litigators and legal support staff rather than general business meetings.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Steno is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Steno |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Certified court reporters producing rough, original, and certified transcripts |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Interactive realtime transcription during proceedings |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Steno Connect Zoom app for remote depositions with exhibit handling |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Transcript Genius AI for summaries, semantic search, and Q&A with page/line citations |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Multi-transcript comparison to surface contradictions and discrepancies |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Firm Dashboard for scheduling, file access, and invoice management |
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.
Steno
Choose Steno if you need scheduling and capturing certified transcripts for remote or in-person depositions — strengths include combines human-certified court reporting with ai-powered transcript analysis.
CogniCor
Steno
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Steno is strong for scheduling and capturing certified transcripts for remote or in-person depositions. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Steno is custom pricing. 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.
More head-to-head comparisons involving CogniCor and Steno.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cresta: Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Daglo: Korean all-in-one AI notetaker by Action Power that records, transcribes, and summarizes meetings and lectures, with strong Korean recognition and post-recording tools. Below, they line up on price, capture method, and how each fits a real meeting stack.