CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. TurboScribe: Whisper-based web app that transcribes uploaded audio and video files, including meetings, interviews, and podcasts, with speaker labels and subtitle export. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and TurboScribe when generating subtitle files for podcast video and webinar recordings 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.
Whisper-based web app that transcribes uploaded audio and video files, including meetings, interviews, and podcasts, with speaker labels and subtitle export.
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
TurboScribe is a browser-based transcription service that converts uploaded audio and video files into text using OpenAI's Whisper speech-recognition model. Users upload recordings in common formats such as MP3, MP4, and WAV, and TurboScribe processes them into structured transcripts that can be exported as plain text, DOCX, PDF, or SRT and VTT subtitle files. The tool supports a large number of languages for both transcription and translation, and it automatically labels different speakers in a recording, which makes it usable for multi-participant content like meetings, interviews, and podcasts. Because it works from uploaded files rather than joining live calls, it pairs with recordings exported from platforms such as Zoom, Microsoft Teams, and Google Meet. It handles long recordings and batch uploads, and the interface is oriented toward people who need to turn a recorded conversation into a searchable, editable document or into captions for video. TurboScribe is aimed at individuals and small teams, including journalists, researchers, content creators, and professionals who regularly transcribe recorded meetings and interviews. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); TurboScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | TurboScribe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Audio and video transcription powered by the Whisper speech-recognition model |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic speaker labeling for multi-participant recordings |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Transcription and translation across a large set of languages |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Export to plain text, DOCX, PDF, and SRT/VTT subtitle formats |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Support for long recordings and batch uploads of multiple files |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Works with recordings exported from Zoom, Teams, and Google Meet |
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.
TurboScribe
Choose TurboScribe if you need transcribing recorded meetings and interviews into searchable documents — strengths include built on the whisper model, which handles varied accents and technical terms reasonably well.
CogniCor
TurboScribe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while TurboScribe is strong for transcribing recorded meetings and interviews into searchable documents. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and TurboScribe 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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