CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Transcri: Transcri is an AI-powered web platform that transcribes, subtitles, and translates uploaded audio and video files across more than 100 languages. 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 Transcri when generating multilingual subtitles and translations for video content 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.
Transcri is an AI-powered web platform that transcribes, subtitles, and translates uploaded audio and video files across more than 100 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
Transcri is a cloud-based, AI-powered transcription platform that converts uploaded audio and video files into accurate text, subtitles, and translations. Users upload recordings through the browser, and the service automatically generates transcripts with speaker identification and supports more than 100 languages. An online editor lets users refine results and switch between dialogue mode and subtitle mode, while content can be exported in 20-plus formats compatible with YouTube and common video-editing software. A built-in AI assistant can query a file, summarize discussions, extract key moments, add chapters, and help write reports, making recorded meetings and interviews easier to review. Collaboration features allow teams to share projects and manage workflows together. The platform emphasizes data security, with AES-256 encryption and EU-based data handling. Because it works from pre-recorded files rather than joining live calls, Transcri suits users who already have meeting recordings, interviews, podcasts, or video content they need transcribed. It targets businesses, media organizations, educational institutions, and public-sector teams.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Transcri is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Transcri |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription of uploaded audio and video files |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic speaker identification (diarization) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Subtitle generation with export in 20+ formats |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Translation and transcription across 100+ languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI assistant to summarize, extract key moments, and write reports |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Online editor with dialogue and subtitle modes plus team collaboration |
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.
Transcri
Choose Transcri if you need transcribing and subtitling recorded meetings, interviews, and webinars — strengths include supports a very large number of languages for transcription and translation.
CogniCor
Transcri
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Transcri is strong for transcribing and subtitling recorded meetings, interviews, and webinars. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Transcri 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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