CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. TranscribeMe: TranscribeMe is an audio and video transcription service that combines automated speech recognition with human transcriptionists to convert recordings, including meetings and calls, into text. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and TranscribeMe when producing accurate legal or medical/hipaa-compliant transcripts 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.
TranscribeMe is an audio and video transcription service that combines automated speech recognition with human transcriptionists to convert recordings, including meetings and calls, into text.
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
TranscribeMe is a transcription platform that turns audio and video recordings into written text using a hybrid of automated speech recognition and human transcriptionists. Users upload files through a web customer portal, mobile apps for iOS and Android, an API, or SFTP, and can also record audio directly within the mobile app or capture phone calls via its call recorder. It accepts common formats such as MP3, MP4, WAV, M4A, and MOV, and offers multiple service tiers ranging from fully automated machine transcription to human-edited and verbatim output, with options for speaker identification, timestamps, custom formatting, and redaction. Transcripts are delivered to the inbox, the app, and the customer portal. The service supports several languages including English, Spanish, French, German, Portuguese, Italian, and Mandarin, and provides industry-specific and HIPAA-compliant options. It is aimed at legal, medical, research, education, market research, and enterprise users, as well as individuals needing accurate transcripts of meetings, interviews, and recordings.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); TranscribeMe is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | TranscribeMe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Hybrid automated plus human transcription tiers (machine, human-edited, verbatim) |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Mobile apps for iOS and Android with in-app audio recording and a call recorder |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker identification, timestamps, and custom formatting options |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | API and SFTP upload for programmatic and bulk workflows |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Multi-language transcription and translation support |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | HIPAA-compliant and industry-specific transcription options |
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.
TranscribeMe
Choose TranscribeMe if you need transcribing recorded meetings, interviews, and calls into text — strengths include human review tiers can reach high accuracy on difficult audio.
CogniCor
TranscribeMe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while TranscribeMe is strong for transcribing recorded meetings, interviews, and calls into text. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and TranscribeMe 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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