CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. SubEasy: SubEasy is an AI platform that transcribes audio and video into text and generates captions, summaries, and notes across 100+ languages. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and SubEasy when generating multilingual subtitles and captions for videos and social media content 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.
SubEasy is an AI platform that transcribes audio and video into text and generates captions, summaries, and notes across 100+ languages.
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
SubEasy is an AI-powered transcription and subtitling platform that converts audio and video files into accurate text transcripts and styled, animated captions. Users can upload media or paste a YouTube or TikTok link, and the tool produces both subtitle and transcript views with speaker identification, precise timecodes, and filler-word removal. It supports over 100 languages and offers context-aware translation, AI dubbing with voice swapping, and video OCR for hardcoded subtitles. Beyond raw transcription, its AI Companion turns transcripts into summaries, detailed notes, meeting minutes, and repurposed content such as blog posts, and lets users query the transcript through an "Ask ChatGPT" interface to pull out insights. An AI refine-and-correct tool fixes grammar and recognition errors. SubEasy is aimed at content creators, podcasters, educators, researchers, marketing teams, and corporate users who need multilingual transcription, captioning, and quick conversation summaries. It runs on a freemium model with a small number of free daily transcripts and paid tiers unlocking unlimited transcription and exports.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); SubEasy is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | SubEasy |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription of uploaded audio/video plus direct YouTube and TikTok link transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker identification and filler-word removal with precise subtitle timecodes |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI Companion that generates summaries, detailed notes, and meeting minutes from transcripts |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Ask ChatGPT querying to extract insights and answer questions about a transcript |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Context-aware translation and AI dubbing/voice swapping across 100+ languages |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Animated, customizable captions with fonts, colors, and effects plus video OCR |
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.
SubEasy
Choose SubEasy if you need transcribing and summarizing podcasts, interviews, or recorded meetings into notes and minutes — strengths include combines transcription with summaries, notes, and transcript q&a in one tool.
CogniCor
SubEasy
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while SubEasy is strong for transcribing and summarizing podcasts, interviews, or recorded meetings into notes and minutes. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and SubEasy 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.
More head-to-head comparisons involving CogniCor and SubEasy.
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.