CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Vexa: API-first, open-source meeting transcription platform that deploys bots to capture real-time, speaker-labeled transcripts for developers. 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 Vexa when streaming live, speaker-labeled transcripts into applications 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.
API-first, open-source meeting transcription platform that deploys bots to capture real-time, speaker-labeled transcripts for developers.
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
Vexa is an API-first, open-source meeting transcription and intelligence platform aimed primarily at developers and technical teams who want to build meeting features into their own products. Rather than being a polished end-user notetaking app, Vexa provides a developer toolkit: it deploys bots that join meetings via a URL, capture audio, and stream back real-time, speaker-diarized transcripts with low latency over WebSocket, alongside REST interfaces for programmatic bot control. Captured data can be stored and queried for retrieval and export, enabling teams to build live transcription, searchable meeting repositories, or downstream analysis on top of the platform. Vexa currently supports Google Meet and Microsoft Teams, with Zoom support indicated as planned, and its codebase is available on GitHub under an Apache 2.0 license, with both self-hosted and managed cloud deployment options. Because it exposes meeting capture and transcription as programmable infrastructure, Vexa is suited to engineering teams in areas like sales, recruiting, and other domains that need to embed meeting intelligence into custom workflows rather than rely on a standalone consumer app. It is best for developers who want control over how transcripts are captured, stored, and used. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Vexa is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Vexa |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | API-first design with REST and WebSocket interfaces |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time, speaker-diarized transcription with low latency |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Deployable bots that join meetings via URL to capture audio |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Open-source (Apache 2.0) with self-hosted or managed cloud options |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Data storage with query and export capabilities |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Supports Google Meet and Microsoft Teams (Zoom planned) |
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.
Vexa
Choose Vexa if you need building custom meeting-intelligence features into a product — strengths include programmable infrastructure for embedding meeting transcription into products.
CogniCor
Vexa
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Vexa is strong for building custom meeting-intelligence features into a product. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Vexa 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.
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