CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. TranscribeTube: TranscribeTube is an AI transcription web app that turns YouTube videos, podcasts, and audio files into timestamped text with speaker labels, summaries, and subtitle export. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and TranscribeTube when generating srt subtitle files for youtube videos and other 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.
TranscribeTube is an AI transcription web app that turns YouTube videos, podcasts, and audio files into timestamped text with speaker labels, summaries, and subtitle export.
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
TranscribeTube is a browser-based AI transcription tool that converts spoken content into editable text. Users paste a YouTube URL or upload audio and video files, and the platform returns a timestamped transcript with automatic speaker diarization, so each speaker's lines are labeled. It handles content of any length, from short clips to multi-hour podcasts, live streams, and lectures. Beyond raw transcription, it offers AI-powered summarization to surface key points, smart chapter segmentation, and one-click translation across a large set of languages. Finished transcripts can be edited in an in-browser text editor and exported in multiple formats, including SRT subtitles for video editors and YouTube Studio, plain text, and PDF. It is aimed at content creators, podcasters, video producers, researchers, and academics who need accurate written versions of spoken media. An API is available on higher tiers for developers who want to integrate transcription into their own workflows. The company states it does not store video content, only the resulting transcript text, and claims GDPR compliance.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); TranscribeTube is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | TranscribeTube |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Paste a YouTube URL or upload audio/video to generate timestamped transcripts |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic speaker identification (diarization) with labeled speakers |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI-powered summaries and smart chapter segmentation of long videos |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Translation across a large set of languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Export to SRT subtitles, plain text, and PDF, plus an in-browser transcript editor |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | API access for developers on higher-tier plans |
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.
TranscribeTube
Choose TranscribeTube if you need transcribing podcast episodes into searchable, editable text for show notes or repurposing — strengths include works directly from a youtube url with no browser extension or download needed.
CogniCor
TranscribeTube
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while TranscribeTube is strong for transcribing podcast episodes into searchable, editable text for show notes or repurposing. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and TranscribeTube 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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