CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Транскрибатор: Russian-language AI bot that transcribes audio and video and produces meeting summaries and protocols. 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 Транскрибатор when producing meeting protocols and task lists in russian matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Russian-language AI bot that transcribes audio and video and produces meeting summaries and protocols.
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
Транскрибатор (transcribe-ai.ru) is a Russian-language AI tool that converts audio and video recordings into text and turns them into meeting summaries and protocols. It is delivered as a bot accessible through the Telegram and Max messaging platforms, so users send a recording and receive a transcription back without needing a separate web application. Beyond raw transcription, it generates summaries that highlight the main topics, decisions and action items of a meeting, and can assemble structured protocols with assigned tasks. The site also describes a deeper meeting-analysis output delivered as a PDF report covering responsibilities and recommendations. It accepts a wide range of common audio and video formats including MP3, WAV, OGG, MP4, WEBM, M4A, FLAC, AAC, OPUS, AVI, MKV and MOV, and emphasizes fast processing measured in minutes. A free tier is offered with a small monthly transcription allowance and the option to use the service without registration. The tool is primarily oriented toward Russian-speaking users who want meeting documentation produced directly inside a messaging app rather than a standalone dashboard. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Транскрибатор is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Транскрибатор |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Russian-language speech recognition |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Audio and video transcription across many formats |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Meeting summaries with topics, decisions and action items |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Structured meeting protocols with assigned tasks |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Telegram and Max bot delivery |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | PDF meeting-analysis reports |
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.
Транскрибатор
Choose Транскрибатор if you need transcribing russian meetings sent through telegram or max — strengths include focused on russian-language transcription and meeting notes.
CogniCor
Транскрибатор
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Транскрибатор is strong for transcribing russian meetings sent through telegram or max. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Транскрибатор 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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