CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Subvideo.ai: A browser-based AI subtitle generator that transcribes audio and video into time-coded captions, with in-browser editing, translation, and multi-format export. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Subvideo.ai when generating and styling captions for videos with per-speaker formatting matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
A browser-based AI subtitle generator that transcribes audio and video into time-coded captions, with in-browser editing, translation, and multi-format export.
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
Subvideo.ai is a browser-based AI subtitle and transcription tool that automatically converts uploaded audio and video into time-coded text. Users upload common formats (including MP4, MOV, MKV, MP3, and WAV), and the platform generates subtitle lines that can be refined in an integrated studio with a timeline view, where text and timing can be edited, lines split or merged, and captions previewed directly on the video. It supports speaker recognition to separate and style different speakers, and offers one-click translation across many languages while preserving timing. Outputs include SRT, VTT, ASS, TXT, DOCX, PDF, CSV, and JSON, as well as videos with burned-in (hard-coded) captions and XML exports for editors like Premiere, Final Cut Pro, and DaVinci Resolve. It is aimed primarily at video creators, educators, and agencies, but its audio support, speaker detection, and plain-text transcript exports also make it usable for transcribing interviews, podcasts, and recorded meetings. The platform offers a free tier with daily upload and file-length limits, plus a paid unlimited plan.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Subvideo.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Subvideo.ai |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic AI speech-to-text transcription from audio and video files |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | In-browser subtitle editor with timeline view for adjusting text and timing |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker recognition to separate and style multiple speakers |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Multi-language translation that preserves timing |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Export to SRT, VTT, ASS, TXT, DOCX, PDF, CSV, and JSON plus burned-in captions |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | XML exports for Premiere Pro, Final Cut Pro, and DaVinci Resolve |
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.
Subvideo.ai
Choose Subvideo.ai if you need transcribing recorded interviews or podcasts into editable text and subtitle files — strengths include supports both audio and video input and exports editable plain-text transcripts (txt, docx, pdf).
CogniCor
Subvideo.ai
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Subvideo.ai is strong for transcribing recorded interviews or podcasts into editable text and subtitle files. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Subvideo.ai 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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