CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Vatis Tech: Speech-to-text platform with developer API, speaker diarization, and meeting transcription tools. 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 Vatis Tech when embedding transcription into applications via the api 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.
Speech-to-text platform with developer API, speaker diarization, and meeting transcription tools.
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
Vatis Tech is a speech-to-text platform that converts audio and video into text and offers both a developer API and self-serve tools, including a meeting transcription and summarization tool. The service supports a broad set of languages with real-time language switching and provides speaker diarization to identify and label individual participants in multi-speaker recordings such as meetings and interviews. It accepts a wide range of audio and video formats and offers several export options, including TXT, DOCX, SRT, VTT, JSON, and PDF, along with a built-in editor for proofreading transcripts. Beyond transcription, Vatis Tech includes audio-intelligence capabilities such as sentiment analysis, intent detection, topic identification, and PII redaction, and it can translate transcripts into additional languages. For developers, the platform exposes a REST API with Python and JavaScript SDKs and custom-vocabulary support for domain-specific terms, while flexible deployment options include cloud and on-premises. Vatis Tech markets enterprise-grade security with GDPR compliance, ISO 27001, and SOC 2 Type II. It suits both teams that want to transcribe meeting recordings directly and developers who need to embed transcription into their own applications. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Vatis Tech is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Vatis Tech |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Speech-to-text API with Python and JavaScript SDKs |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker diarization for multi-speaker recordings |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Free meeting transcription and summarization tool |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Audio intelligence: sentiment, intent, topics, and PII redaction |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Multiple export formats (TXT, DOCX, SRT, VTT, JSON, PDF) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Cloud and on-premises deployment with enterprise compliance |
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.
Vatis Tech
Choose Vatis Tech if you need transcribing uploaded meeting recordings and generating summaries — strengths include combines a developer api with self-serve meeting tools.
CogniCor
Vatis Tech
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Vatis Tech is strong for transcribing uploaded meeting recordings and generating summaries. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Vatis Tech is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
More head-to-head comparisons involving CogniCor and Vatis Tech.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cresta: Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Daglo: Korean all-in-one AI notetaker by Action Power that records, transcribes, and summarizes meetings and lectures, with strong Korean recognition and post-recording tools. Below, they line up on price, capture method, and how each fits a real meeting stack.