CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. VEED: Browser-based AI video editor with automatic subtitle and transcription generation for audio and video. 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 VEED when generating editable transcripts from recorded audio or video 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.
Browser-based AI video editor with automatic subtitle and transcription generation for audio and video.
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
VEED is a browser-based video creation and editing platform that includes AI transcription and automatic subtitle/caption generation as core features. Users upload audio or video files, or record directly in the browser, and VEED's automatic subtitle generator transcribes the speech into time-aligned text that can be edited, styled, and burned into the video or exported as a separate caption file. Beyond captions, the platform offers tools labeled as video-to-text and audio-to-text, allowing creators to pull a clean transcript from spoken content. VEED also supports translating subtitles into a wide range of languages, making it useful for reaching multilingual audiences. Because it runs in the browser, there is no software to install, and the editor combines transcription with timeline editing, brand kits, and export tools. VEED is aimed primarily at social media creators, marketing teams, and businesses producing short-form and long-form video who need fast, editable captions and transcripts without a separate transcription service. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); VEED is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | VEED |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic subtitle and caption generation from audio or video |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Video-to-text and audio-to-text transcription |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Subtitle translation into multiple languages |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Browser-based editor with no installation required |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Editable, stylable captions that can be burned in or exported |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Automatic subtitle and caption generation from audio or video |
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.
VEED
Choose VEED if you need adding captions to social media and marketing videos — strengths include runs entirely in the browser with no software to install.
CogniCor
VEED
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while VEED is strong for adding captions to social media and marketing videos. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and VEED 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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