CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Trint: Transcription platform popular with journalists and media teams 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 Trint when editing and verifying transcripts 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.
Transcription platform popular with journalists and media teams
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
Trint is a transcription and content platform that converts audio and video into editable, searchable text, with a strong focus on newsroom and enterprise workflows. It is widely used to transcribe recorded meetings, interviews, and media in many languages, and its in-browser editor lets users verify transcripts against the source audio, highlight key passages, and collaborate with teammates. Trint adds workflow features such as story and content tools, translation, and the ability to export captions and transcripts in multiple formats, which makes it popular with journalists, media organizations, and businesses that turn recordings into published content. Because it specializes in turning recorded audio and video into polished, accurate text rather than acting as a live meeting bot, Trint is often used to process existing files or recordings. It is valued for transcription accuracy, multi-language support, and collaboration, serving teams that treat transcripts as a starting point for content and documentation. Platforms: Web / upload audio and video. Integrations: Zapier. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Trint is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Trint |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automated transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Collaborative transcript editor |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multi-language support |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Translation and captions |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Export in multiple formats |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Automated transcription |
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.
Trint
Choose Trint if you need transcribing interviews and media — strengths include strong for newsroom and enterprise workflows.
CogniCor
Trint
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Trint is strong for transcribing interviews and media. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Trint 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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