CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. StreamText: StreamText is a real-time captioning platform that delivers live human or AI-generated captions, translations, and transcripts for events and meetings. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and StreamText when real-time captioning and translation in classrooms and lectures for accessibility 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.
StreamText is a real-time captioning platform that delivers live human or AI-generated captions, translations, and transcripts for events and meetings.
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
StreamText is an enterprise real-time captioning platform, founded in 2003, that delivers spoken words as live captions to web pages, devices, and conferencing tools. It supports two modes: professional human captioners (using stenography, re-speaking, and text interpreting) and AI-powered automatic speech recognition (ASR), which converts speech to text in real time and produces captions, translations, and transcripts. Source audio is captioned live and streamed to an ADA-compliant viewer that works with screen readers, while AI captioning recognizes around 20 source languages and offers realtime translation into well over 100 languages. Captioned sessions can be exported as timed-text transcript files such as .srt and .vtt, and StreamCast lets organizers overlay captions onto videos and presentations. It integrates with Zoom, Webex, YouTube, and Adobe, and exposes a full API for OEM and third-party embedding. It is aimed at corporate and hybrid events, conferences, classrooms, trade shows, and legal or government settings needing accessibility. Pricing is usage-based per minute with no subscriptions or setup fees.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); StreamText is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | StreamText |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time live captioning streamed to web pages and devices |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI-powered automatic speech recognition (ASR) for live captions and transcripts |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Professional human captioning via stenography, re-speaking, and text interpreting |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Realtime translation into 100+ languages with ~20 source languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Downloadable timed-text transcripts (.srt, .vtt) and on-demand transcription |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integrations with Zoom, Webex, YouTube, and Adobe plus a full API |
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.
StreamText
Choose StreamText if you need providing live captions and transcripts for corporate, hybrid, and virtual events — strengths include offers both professional human captions and ai captions on one platform.
CogniCor
StreamText
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while StreamText is strong for providing live captions and transcripts for corporate, hybrid, and virtual events. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and StreamText 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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