CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. SubtitleBee: SubtitleBee is an AI-powered web app that auto-transcribes audio and video and adds styled, translatable subtitles in 120+ languages. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and SubtitleBee when adding accurate, styled captions to social and marketing videos 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.
SubtitleBee is an AI-powered web app that auto-transcribes audio and video and adds styled, translatable subtitles in 120+ 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
SubtitleBee is a browser-based AI tool that automatically converts spoken audio and video into text and generates synchronized, styled subtitles. Beyond captioning marketing clips and social videos, it offers a dedicated audio-transcription mode that handles interviews, lectures, meetings, voice memos, webinars, and podcasts: users upload a recording, select the source language, then review and edit the AI-generated transcript in an in-browser editor before exporting. It recognizes a wide range of languages and can translate captions across many of them, making it useful for global and accessibility-focused workflows. Transcripts and subtitles can be downloaded in standard formats including TXT, SRT, VTT, and ASS. Additional editing tools let users restyle captions (font, color, size, opacity), resize and crop video for different platforms, and add overlay "supertitles." It targets content creators, podcasters, educators, marketers, and professionals who need fast, editable transcripts and captions without technical skills. SubtitleBee has been operating since 2019 and runs entirely in the browser.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); SubtitleBee is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | SubtitleBee |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription of audio and video for interviews, meetings, webinars, podcasts, and voice memos |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic subtitle/caption generation with recognition of 120+ languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Subtitle translation across many languages for multilingual output |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | In-browser transcript editor to review and correct AI output before export |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Export to multiple formats including TXT, SRT, VTT, and ASS |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Caption styling plus video resizing/cropping (16:9, 9:16, 1:1) and overlay captions |
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.
SubtitleBee
Choose SubtitleBee if you need transcribing recorded interviews, meetings, or webinars into editable text — strengths include single tool covers both transcription and styled subtitling, with translation into many languages.
CogniCor
SubtitleBee
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while SubtitleBee is strong for transcribing recorded interviews, meetings, or webinars into editable text. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and SubtitleBee 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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