CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. VIQ Solutions: VIQ Solutions is an enterprise provider of AI-driven speech-to-text transcription, digital voice and video capture technology, and managed transcription services for legal, government, and other regulated industries. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and VIQ Solutions when law firms recording depositions and case notes for searchable, editable documents 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.
VIQ Solutions is an enterprise provider of AI-driven speech-to-text transcription, digital voice and video capture technology, and managed transcription services for legal, government, and other regulated industries.
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
VIQ Solutions is a publicly traded (TSXV: VQS) provider of secure, AI-driven digital voice and video capture and transcription technology with deployments in courtrooms across more than 25 countries. Its core platform, NetScribe, manages the documentation workflow from recording and dictation through editing and document distribution, supporting single and multi-channel recordings, including For The Record (TRM) and JAVS (OGG) audio files. Its speech-to-text engine, aiAssist, combines AI, machine learning, and natural language processing with human review to turn single- and multi-speaker audio and audio/video into formatted draft transcripts. The FirstDraft product lets legal professionals record depositions and case notes that are automatically converted into editable, searchable documents. Features include video-synced in-app transcript editing and AI-enabled translation for several non-English languages. VIQ serves courts, law firms, law enforcement, insurance, and media broadcasting, blending recording hardware/software with managed transcription services. It is geared toward organizations producing high volumes of accurate, official documentation from recorded proceedings.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); VIQ Solutions is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | VIQ Solutions |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | NetScribe transcription workflow platform from dictation to document distribution |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | aiAssist AI/ML/NLP speech-to-text engine for single- and multi-speaker audio and video |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | FirstDraft: record depositions and case notes into editable, searchable documents |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Support for multi-channel recordings including For The Record (TRM) and JAVS (OGG) files |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Video-synced in-app transcript editing |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | AI-enabled translation and transcription for non-English languages (Spanish, French, German, Dutch and more) |
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.
VIQ Solutions
Choose VIQ Solutions if you need producing official court and legal proceeding transcripts from recorded audio/video — strengths include decades of domain expertise with deployments in courtrooms across 25+ countries.
CogniCor
VIQ Solutions
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while VIQ Solutions is strong for producing official court and legal proceeding transcripts from recorded audio/video. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and VIQ Solutions is custom pricing. 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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