CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Stenomatic: AI live translation and captioning platform that delivers real-time interpretation and translated captions for conferences, meetings, and webinars. 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 Stenomatic when providing real-time interpretation for a multilingual webinar 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 live translation and captioning platform that delivers real-time interpretation and translated captions for conferences, meetings, and webinars.
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
Stenomatic is an AI-powered live translation platform built to remove language barriers during conferences, meetings, webinars, and other live events. It provides real-time voice-to-voice interpretation along with translated live captions and transcription, so multilingual audiences can follow a session in their preferred language. The platform is described as supporting a large number of languages, including multi-directional conversations across well over one hundred language combinations, and it allows custom terminology input so specialized or industry-specific vocabulary is handled more accurately. A key design choice is that it is platform-agnostic and requires no app download: attendees open a branded web link on a phone or computer to receive live transcription and audio translation, and organizers can connect it to event A/V or video-conferencing setups, with a documented integration for the InEvent platform and an API and embeddable widget for deeper integration. Stenomatic targets remote, hybrid, and in-person scenarios and markets to international conferences, NGOs, broadcasters, and worship events, and it highlights accessibility for Deaf and hard-of-hearing attendees through real-time subtitles. The product is actively operating, with current marketing and integration pages, and emphasizes fast setup for connecting to live events. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Stenomatic is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Stenomatic |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time voice-to-voice interpretation for live events |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Translated live captions and on-screen transcription |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Support for a very large set of languages and multi-directional conversations |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | No-download attendee access via a branded web link |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Custom terminology input for specialized vocabulary |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | API, embeddable widget, and InEvent integration |
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.
Stenomatic
Choose Stenomatic if you need adding live translated captions to an international conference or summit — strengths include attendees need no app install, just a web link.
CogniCor
Stenomatic
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Stenomatic is strong for adding live translated captions to an international conference or summit. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Stenomatic 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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