CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Viaim RecDot: AI recording earbuds paired with the viaim app that capture meetings and calls and turn them into transcripts, translations, summaries, and action items in 78 languages. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Viaim RecDot when transcribing and translating multilingual or cross-border conversations in real time 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 recording earbuds paired with the viaim app that capture meetings and calls and turn them into transcripts, translations, summaries, and action items in 78 languages.
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
Viaim RecDot is a pair of AI note-taking true-wireless earbuds combined with the viaim companion app, built to capture and document meetings, calls, interviews, and lectures hands-free. Recording can be triggered by pinching an earbud, tapping the charging case, or capturing phone and internet calls, so audio is captured whether the conversation is in person or remote. The viaim app then provides live transcription with accent recognition across 78 languages, real-time translation with audio playback that shows original and translated text together, and structured outputs including smart summaries, key takeaways, extracted action items, and automatically generated mind maps. Industry and scenario templates let users shape how notes are formatted. A built-in assistant called Vitana answers questions grounded in the user's own recordings and organized Spaces rather than the open web. It is aimed at professionals who attend frequent meetings, client calls, and interviews, as well as students and researchers who want a single wearable device that both plays audio and captures structured notes.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Viaim RecDot is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Viaim RecDot |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time transcription in 78 languages with accent recognition |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time translation showing original and translated text with audio playback |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic summaries, key takeaways, action items, and mind maps |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Speaker labeling and editable transcripts in the viaim app |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Recording of in-person conversations plus phone and internet calls via earbud, case, or app |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Vitana AI assistant that answers questions grounded in your own recordings and Spaces |
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.
Viaim RecDot
Choose Viaim RecDot if you need capturing and summarizing in-person and online work meetings, client calls, and interviews — strengths include single wearable device handles both audio playback and structured note capture, no separate recorder needed.
CogniCor
Viaim RecDot
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Viaim RecDot is strong for capturing and summarizing in-person and online work meetings, client calls, and interviews. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Viaim RecDot 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.
More head-to-head comparisons involving CogniCor and Viaim RecDot.
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.