CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Transgate: Transgate is an AI transcription platform that converts uploaded audio and video from meetings, calls, and interviews into searchable text, then summarizes, highlights, and lets you chat with the transcript. 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 Transgate when generating summaries and action items from recorded sessions for researchers, legal, or medical professionals 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.
Transgate is an AI transcription platform that converts uploaded audio and video from meetings, calls, and interviews into searchable text, then summarizes, highlights, and lets you chat with the transcript.
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
Transgate is an AI-powered transcription and translation platform for turning recorded meetings, calls, interviews, and videos into accurate text. Rather than joining live calls as a meeting bot, it works on an upload basis: users upload an audio or video file (common formats such as MP3, WAV, MP4, MOV are supported) and transcription begins automatically. The platform layers AI analysis on top of the transcript, generating summaries and smart highlights that surface key decisions and action items, and offering an interactive chat feature so users can ask questions about the content and locate specific moments. It supports transcription and translation across 50+ languages and is offered through a web platform and a mobile app. Transgate markets itself to professionals across business, academia, research, legal, medical, and media fields, emphasizing privacy with stated GDPR compliance and SSL encryption. An API is referenced in the site footer, but the core offering is an end-user transcription product rather than a developer-only service.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Transgate is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Transgate |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Upload-based audio and video transcription supporting common file formats |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries and smart highlights surfacing key decisions and action items |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Interactive chat with the transcript to query content and find key moments |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI translation across 50+ languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Multi-language transcription support |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Web platform plus a mobile app |
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.
Transgate
Choose Transgate if you need transcribing recorded business meetings, interviews, and calls into shareable, searchable notes — strengths include pay-as-you-go pricing with a no-credit-card free trial lowers the barrier to entry.
CogniCor
Transgate
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Transgate is strong for transcribing recorded business meetings, interviews, and calls into shareable, searchable notes. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Transgate 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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