CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Typist: AI speech-to-text service that converts audio and video into text and exports captions, with tiered models for speed or accuracy. 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 Typist when generating srt or webvtt captions for podcasts and videos 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.
AI speech-to-text service that converts audio and video into text and exports captions, with tiered models for speed or accuracy.
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
Typist is an AI transcription service that converts audio and video files into text and caption files. Users upload recordings in common formats such as MP3, MP4, M4A, WAV, OGG, FLAC, and WebM, and Typist returns a transcript that can be exported to DOCX, SRT subtitles, WebVTT captions, PDF, or plain text. The platform offers multiple transcription models, described as Turbo for speed, Pro for a balance of speed and accuracy, and Studio for the highest accuracy, with the Studio tier adding speaker identification. Typist supports a wide range of languages and accents and provides word-level and segment-level timestamps, which makes it suitable for producing subtitles that import cleanly into video editors. The product positions itself around fast turnaround for pre-recorded content and predictable, credit-based usage. Its documented use cases span lectures, podcasts, interviews, research and client calls, and consulting meetings, alongside students, therapists, and video editors. A free tier with a limited number of minutes lets new users try the service before moving to paid plans, and a web dashboard handles uploads, transcription, and exports. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Typist is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Typist |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Audio and video to text transcription across many file formats |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Export to SRT subtitles, WebVTT captions, DOCX, PDF, and TXT |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multiple transcription models trading off speed and accuracy |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Speaker identification on the highest-accuracy tier |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Word-level and segment-level timestamps for clean subtitle timing |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Support for a wide range of languages and accents |
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.
Typist
Choose Typist if you need transcribing recorded interviews and research or client calls — strengths include clean subtitle exports (srt and webvtt) that import into video editors.
CogniCor
Typist
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Typist is strong for transcribing recorded interviews and research or client calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Typist 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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