CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Transkriptor: AI speech-to-text platform that transcribes meetings, interviews, lectures and audio/video files into editable text in many languages. 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 Transkriptor when capturing and summarizing virtual meetings on zoom, meet or teams 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.
AI speech-to-text platform that transcribes meetings, interviews, lectures and audio/video files into editable text in many languages.
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
Transkriptor is an AI-powered transcription service that converts spoken audio and video into written text. Users can upload recordings in common formats such as MP3, MP4, WAV, AAC and M4A, paste a link, record directly, or connect the tool to virtual meetings on Zoom, Google Meet and Microsoft Teams so calls are captured and transcribed automatically. The underlying speech recognition engine supports transcription across a wide range of languages and uses speaker diarization to detect and label who is speaking in multi-participant conversations. Beyond raw transcripts, Transkriptor includes an AI assistant and AI chat layer that can summarize a conversation, draft follow-up emails, extract key points and answer questions about the content of a transcript. Transcripts can be organized in folders and workspaces, edited in-browser, translated, and exported, including the ability to create SRT subtitle files for video. It is offered as a web app along with mobile apps and a Chrome extension. The product is aimed at professionals and students such as journalists, researchers, lawyers, consultants and sales teams who need to turn recorded conversations into searchable, shareable documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Transkriptor is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Transkriptor |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic transcription of uploaded audio/video files and links |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Direct meeting capture and transcription for Zoom, Google Meet and Microsoft Teams |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker diarization that labels individual speakers |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Support for transcription in 100+ languages plus translation |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI assistant and AI chat to summarize transcripts and answer questions |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | SRT subtitle export and in-browser transcript editing |
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.
Transkriptor
Choose Transkriptor if you need transcribing recorded interviews and research conversations — strengths include handles many input methods (file upload, link, recording, and live meetings).
CogniCor
Transkriptor
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Transkriptor is strong for transcribing recorded interviews and research conversations. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Transkriptor 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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