CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Transync AI: Real-time voice translation and AI meeting notes platform with bilingual transcription and summaries for multilingual meetings. 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 Transync AI when translating and transcribing zoom, teams, or google meet calls in real time 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.
Real-time voice translation and AI meeting notes platform with bilingual transcription and summaries for multilingual meetings.
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
Transync AI is a real-time speech translation and meeting assistant platform built for multilingual conversations. It captures spoken audio during meetings and live conversations, transcribes it, and translates between dozens of languages with a dual-screen display that separates the original speech from the translated text. Alongside live translation, the platform records meeting transcripts and generates bilingual meeting notes and summaries, so participants who speak different languages can stay aligned on what was discussed and decided. Transync AI works with common conferencing platforms such as Zoom, Microsoft Teams, and Google Meet, and it offers apps across desktop and mobile as well as a web experience, with the stated goal of not requiring browser plugins. The product positions itself around cross-border business meetings, sales conversations, in-person multilingual discussions, travel, and education involving international participants. It also offers AI voice playback for translated audio. The tool is actively marketed as a live product with downloadable apps and an in-browser web application, targeting teams and individuals who regularly communicate across language barriers in meeting settings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Transync AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Transync AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time two-way voice translation across 60+ languages |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Bilingual dual-screen display separating original and translated text |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Live meeting transcription with automated summaries and notes |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Integration with Zoom, Microsoft Teams, and Google Meet |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Cross-platform apps for Windows, Mac, iOS, Android, and web |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI voice playback for translated audio |
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.
Transync AI
Choose Transync AI if you need running international business and sales meetings across language barriers — strengths include combines live translation, transcription, and meeting notes in one workflow.
CogniCor
Transync AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Transync AI is strong for running international business and sales meetings across language barriers. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Transync AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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