CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. VidNotes: VidNotes is an AI tool that transcribes videos, meeting recordings, and lectures, then generates summaries, key points, flashcards, and a chat interface in 30+ languages. 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 VidNotes when professionals extracting action items and decisions from zoom, meet, or teams recordings matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
VidNotes is an AI tool that transcribes videos, meeting recordings, and lectures, then generates summaries, key points, flashcards, and a chat interface in 30+ 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
VidNotes is an AI-powered transcription and note-taking tool that turns videos, lectures, podcasts, and meeting recordings into structured, searchable text. Users either upload a local file (MP4, MOV, MKV, and more) or paste a link from YouTube, TikTok, Instagram, or Vimeo, including exported recordings from Zoom, Google Meet, Microsoft Teams, and webinars. Under the hood it runs the audio through OpenAI's Whisper model for speech-to-text, then a large language model produces a summary, key points, timestamped notes, auto-generated flashcards, and extracted action items in the same language as the source. A chat feature lets users ask questions about the content and receive answers with citations, and transcripts and notes can be exported as TXT, PDF, Markdown, or SRT captions. It supports English plus 30+ additional languages and handles mixed languages and varied accents. Aimed at students, researchers, content creators, and professionals, VidNotes is available in the browser, as a Chrome extension, and as iOS and Android apps. The app is published by Silpho LLC.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); VidNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | VidNotes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Speech-to-text transcription via OpenAI's Whisper, with timestamps |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries, key points, and extracted action items from meetings and videos |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Auto-generated flashcards with spaced-repetition review |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Chat interface that answers questions about a video with citations |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Supports file uploads plus YouTube, TikTok, Instagram, Vimeo, and meeting recordings (Zoom, Google Meet, Teams) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export to TXT, PDF, Markdown, and SRT captions across web, Chrome extension, iOS, and Android |
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.
VidNotes
Choose VidNotes if you need students turning recorded lectures into summaries and flashcards for study — strengths include works across web, chrome extension, ios, and android, with no download required for browser use.
CogniCor
VidNotes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while VidNotes is strong for students turning recorded lectures into summaries and flashcards for study. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and VidNotes 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.
More head-to-head comparisons involving CogniCor and VidNotes.
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.