CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Swiss Transcript: Swiss audio and video transcription platform hosted entirely in Switzerland, with automatic meeting reports and strong confidentiality. 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 Swiss Transcript when producing structured minutes from recorded multilingual meetings 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.
Swiss audio and video transcription platform hosted entirely in Switzerland, with automatic meeting reports and strong confidentiality.
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
Swiss Transcript is a transcription platform based in Lausanne, Switzerland, that converts audio and video recordings into text and can generate structured meeting reports. It is built for organizations that require strict confidentiality, with data processed and hosted entirely in Switzerland using the company's own servers alongside Infomaniak infrastructure in Geneva. The service supports multiple languages including French, German, Swiss German and English, and offers automatic speaker identification plus export to formats such as Word, PDF, RTF, SRT and VTT. It can produce several structured meeting reports per transcription. A defining feature is its avoidance of large third-party AI APIs: the platform states it relies on open-source models rather than services from major US providers, and it automatically deletes source files after transcription. Security measures described include AES-256 encryption and TLS 1.3. Swiss Transcript is positioned for Swiss healthcare, academic, administrative and non-profit organizations that prioritize data sovereignty and compliance with both GDPR and the Swiss Data Protection Act. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Swiss Transcript is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Swiss Transcript |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Audio and video transcription with automatic speaker identification |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic generation of structured meeting reports |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multilingual support including French, German, Swiss German and English |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Export to Word, PDF, RTF, SRT and VTT formats |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Data processed and hosted entirely in Switzerland with automatic source-file deletion |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Audio and video transcription with automatic speaker identification |
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.
Swiss Transcript
Choose Swiss Transcript if you need transcribing confidential meetings for swiss public-sector and healthcare bodies — strengths include full swiss hosting with gdpr and swiss data protection act compliance.
CogniCor
Swiss Transcript
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Swiss Transcript is strong for transcribing confidential meetings for swiss public-sector and healthcare bodies. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Swiss Transcript 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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