CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Subanana: Hong Kong AI transcription and subtitling platform with meeting transcription, summaries, and multilingual support. 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 Subanana when generating and exporting subtitles for video content 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.
Hong Kong AI transcription and subtitling platform with meeting transcription, summaries, and multilingual support.
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
Subanana is an AI transcription and subtitling platform based in Hong Kong and operated by Datax AI Solutions. It positions itself as an AI subtitling and transcription tool for the Hong Kong market, handling mixed Cantonese-and-English content as well as more than 80 languages including Chinese, English, Japanese, Korean, and Thai. The platform automatically transcribes audio and video, generates and embeds subtitles, and exports results in multiple formats such as .srt, .docx, .csv, and .txt, making it useful for content creators and marketers in addition to meeting documentation. Its meeting transcription capabilities include real-time voice transcription with live translation, automatic speaker identification, automated summaries, and action items, along with support for recording Google Meet and Microsoft Teams meetings. Subanana offers a freemium model with a short free allowance before paid plans, and it is frequently presented as a local alternative to international tools and to Korean services like Clova Note for users who need strong Cantonese and code-switching handling. The product serves a broad base of individual users and teams across content, business, and remote-work scenarios. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Subanana is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Subanana |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription and subtitle generation across 80+ languages |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Strong handling of mixed Cantonese-and-English (code-switching) audio |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Meeting transcription with automated summaries and action items |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Real-time voice transcription with live translation |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Automatic speaker identification |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Subtitle embedding and export to .srt, .docx, .csv, and .txt |
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.
Subanana
Choose Subanana if you need transcribing and summarizing cantonese-english meetings for hong kong teams — strengths include built for the hong kong market with strong cantonese and code-switching support.
CogniCor
Subanana
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Subanana is strong for transcribing and summarizing cantonese-english meetings for hong kong teams. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Subanana 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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