CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Tiro: Real-time AI meeting note-taker from Plato, strong in Korean and Japanese, with fast transcription and translation across many languages. 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 Tiro when cross-border teams needing real-time translation during meetings 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.
Real-time AI meeting note-taker from Plato, strong in Korean and Japanese, with fast transcription and translation across many 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
Tiro is a real-time AI meeting note-taker built by Plato (ThePlato Inc.), a company with offices in Seoul, South Korea and West Hollywood, California. It automatically records, transcribes, and summarizes conversations, with particular strength in Korean and Japanese multilingual environments alongside English. Tiro emphasizes speed, generating live transcripts with low latency and producing formatted summary documents quickly after a meeting ends. It captures meetings through a web browser, a desktop app for Windows and Mac, and mobile apps for iOS and Android, making it usable for both online calls and in-person conversations. The tool supports more than a dozen languages for transcription and offers real-time translation across many of them, which is useful for cross-border teams. Features include speaker diarization, one-click template generation for formatted notes, team collaboration with automatic note sharing, and an AI chat that lets users ask questions about a meeting. Tiro also integrates with calendars, CRM, and applicant-tracking systems. The vendor highlights an enterprise security posture, including a stated practice of not storing voice data for AI training, and ISO/IEC 27001:2022 certification. It is aimed at global and Korea- or Japan-centric teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Tiro is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Tiro |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time transcription with low latency and quick formatted summaries |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Strong Korean and Japanese support plus many other languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Real-time translation across multiple languages |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Speaker diarization and one-click note templates |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI chat to ask questions about a meeting |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Web, desktop (Windows/Mac), and mobile (iOS/Android) capture |
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.
Tiro
Choose Tiro if you need korean and japanese teams needing accurate native-language meeting notes — strengths include optimized for korean and japanese, a gap in many western-built tools.
CogniCor
Tiro
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Tiro is strong for korean and japanese teams needing accurate native-language meeting notes. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Tiro 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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