CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. VexaScribe: AI transcription service for uploaded files and live meetings, with speaker detection, summaries, and subtitle exports. 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 VexaScribe when capturing and summarizing live zoom, meet, or teams meetings via a bot matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AI transcription service for uploaded files and live meetings, with speaker detection, summaries, and subtitle exports.
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
VexaScribe is an AI transcription platform that converts audio and video into text for both uploaded recordings and live meetings. Users can upload files such as interviews, podcasts, and lectures, or deploy a bot that joins Zoom, Google Meet, or Microsoft Teams sessions to capture meetings as they happen. The service supports a wide range of audio and video formats and offers bulk upload so multiple files can be processed at once. Transcripts include automatic speaker detection and labeling along with timestamps, and they can be exported in several formats including TXT, DOCX, JSON, and the SRT and VTT subtitle formats commonly used for captions. VexaScribe also generates AI summaries tailored to different content types, including meeting, interview, sales, lecture, and podcast formats, and offers built-in translation into many languages. The product, which the company notes was previously known as NovaScribe, supports a large set of transcription languages and is presented as an actively operating tool with a free trial. It targets researchers, journalists, content creators, and teams who need both file-based and live meeting transcription with shareable, captionable output. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); VexaScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | VexaScribe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | File upload transcription plus a bot that joins Zoom, Meet, and Teams meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic speaker detection and labeling with timestamps |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries for meeting, interview, sales, lecture, and podcast formats |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Subtitle exports in SRT and VTT plus TXT, DOCX, and JSON |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Built-in translation into many languages |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Bulk upload for processing multiple files at once |
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.
VexaScribe
Choose VexaScribe if you need transcribing recorded interviews and podcasts into editable text — strengths include handles both uploaded files and live meeting capture in one tool.
CogniCor
VexaScribe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while VexaScribe is strong for transcribing recorded interviews and podcasts into editable text. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and VexaScribe 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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