CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. TranscribeAudio: A Chrome extension that transcribes any browser tab's audio into a live, floating real-time caption overlay using OpenAI's Whisper-based speech recognition. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and TranscribeAudio when transcribing online lectures, courses, and webinars for study notes matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
A Chrome extension that transcribes any browser tab's audio into a live, floating real-time caption overlay using OpenAI's Whisper-based speech recognition.
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
TranscribeAudio is a Chrome browser extension that captures the audio playing in any browser tab and turns it into real-time text, displayed in a repositionable floating caption overlay while you keep working. It is aimed at people who want live captions and transcripts for online meetings, lectures, courses, podcasts, webinars, and videos. Because it works from tab audio rather than joining calls as a meeting bot, it can transcribe Zoom, Google Meet, YouTube, Vimeo, and essentially any site with audio or video without sending notifications into the call. Transcription is powered by OpenAI's Whisper-based speech recognition, which the company says handles accents, background noise, and specialized terminology, and supports over 50 languages. Setup is a three-step flow: install from the Chrome Web Store, sign in, then click Start Transcribing on a tab. Finished transcripts can be exported as text files for notes, summaries, or sharing, with cloud storage listed as an upcoming feature. The product offers a free tier with paid upgrades for more usage, languages, and faster transcription.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); TranscribeAudio is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | TranscribeAudio |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time, live transcription of any browser tab's audio |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Repositionable floating caption overlay that stays on screen while you work |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Tab-audio capture that works without joining meetings as a bot |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | OpenAI Whisper-based speech recognition across 50+ languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Compatibility with YouTube, Zoom, Google Meet, Vimeo, and any audio/video site |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export of transcripts as TXT files for notes and sharing |
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.
TranscribeAudio
Choose TranscribeAudio if you need generating live captions and transcripts for zoom and google meet calls without a bot — strengths include captures meeting and video audio without a visible bot joining the call.
CogniCor
TranscribeAudio
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while TranscribeAudio is strong for generating live captions and transcripts for zoom and google meet calls without a bot. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and TranscribeAudio 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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