CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Sumit-AI: Israeli AI transcription platform with strong Hebrew support, offering meeting protocols, summaries, captions, and translation across several products. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Sumit-AI when transcribing interviews and recordings for journalists and media teams 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.
Israeli AI transcription platform with strong Hebrew support, offering meeting protocols, summaries, captions, and translation across several products.
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
Sumit-AI is an Israel-based transcription platform that combines AI speech-to-text with human editing options, with a particular focus on the Hebrew language. The company groups its capabilities into several products aimed at different workflows, including real-time transcription for conferences, courts, and universities, recording and transcription for journalists and interviewers, and tools for editors and producers. For meetings, Sumit-AI can produce transcripts, meeting protocols, and summary briefs, and it supports speaker recognition and separation so contributions can be attributed to individual participants. The platform advertises support for translation into multiple languages and the generation of captions and subtitles in addition to plain transcripts. It is positioned for professional organizations that need accurate documentation of spoken content, and it has been referenced publicly in connection with bringing Hebrew transcription to mainstream meeting platforms. The site remains active and the product is presented as an operating service for businesses, media teams, and institutions handling Hebrew and multilingual audio. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Sumit-AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Sumit-AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI speech-to-text transcription with optional human review |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Hebrew-focused language support plus translation into multiple languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker recognition and separation |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Meeting protocols and summary briefs |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Real-time transcription for conferences and live settings |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Caption and subtitle generation |
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.
Sumit-AI
Choose Sumit-AI if you need documenting hebrew-language business meetings and producing protocols — strengths include specialized handling of hebrew, an underserved transcription language.
CogniCor
Sumit-AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Sumit-AI is strong for documenting hebrew-language business meetings and producing protocols. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Sumit-AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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