CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Swell AI: Swell AI transcribes podcast audio and video with automatic speaker labeling and turns the transcript into show notes, articles, summaries, and social posts. 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 Swell AI when turning a single episode into show notes, a blog article, and social posts for distribution 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.
Swell AI transcribes podcast audio and video with automatic speaker labeling and turns the transcript into show notes, articles, summaries, and social posts.
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
Swell AI is a transcription and content-repurposing platform built for podcasters, content creators, marketers, and agencies. Users upload audio or video, or pull episodes in from sources such as RSS feeds, Apple Podcasts, YouTube links, and cloud storage like Dropbox, Google Drive, and OneDrive. Swell AI generates a transcript in which speakers are automatically identified and labeled, and provides a transcript editor where you can highlight and clip sections, which the platform saves for reuse across a team. From the same transcript it produces repurposed content: show notes, summaries, long-form SEO articles, newsletters, titles and keywords, and social posts such as LinkedIn posts, Twitter/X threads, and Instagram captions. It can also export highlighted sections as video clips and audiograms, and create an episode-trained chatbot that can be embedded on a site. The platform offers a REST API for custom integrations and a dashboard for managing multiple shows. It is distinct in pairing accurate transcription with a broad, podcast-focused repurposing pipeline rather than transcription alone.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Swell AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Swell AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Audio and video transcription with automatic speaker identification and labeling |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Transcript editor for highlighting and clipping sections, with AI-suggested compelling segments |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Content repurposing into show notes, summaries, SEO articles, newsletters, and social posts |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Video clip and audiogram export from highlighted transcript sections |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Bulk import from RSS feeds, Apple Podcasts, YouTube, and cloud storage (Dropbox, Google Drive, OneDrive) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | REST API and multi-show dashboard for teams and agencies |
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.
Swell AI
Choose Swell AI if you need transcribing podcast episodes and labeling speakers for an accurate, editable transcript — strengths include combines accurate transcription with a wide range of automated repurposing outputs in one tool.
CogniCor
Swell AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Swell AI is strong for transcribing podcast episodes and labeling speakers for an accurate, editable transcript. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Swell AI 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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