CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ViSaver: Russian meeting transcription platform with speaker diarization, fast processing and on-premise and API options. 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 ViSaver when embedding transcription into crm or lms systems via api 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.
Russian meeting transcription platform with speaker diarization, fast processing and on-premise and API options.
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
ViSaver is a Russian transcription platform focused on converting meeting recordings into searchable text. It performs automatic speech-to-text with speaker identification and emphasizes fast turnaround, stating that an hour of recording can be processed in a few minutes. The platform supports a large number of languages with automatic language detection, and provides a search feature synchronized with audio or video playback so users can jump to the moment a phrase was spoken. Transcripts can be exported to TXT, DOCX and PDF. ViSaver accepts a broad set of video and audio formats and explicitly supports recordings from Zoom, Google Meet, Microsoft Teams and Yandex Telemost, the latter being relevant for Russian-market workflows. Beyond a hosted web product, it offers iFrame embedding, an on-premise installation option and a REST API for integrating transcription into CRM, LMS and other internal systems, which signals an orientation toward businesses and developers as well as individual users. Pricing is metered per minute with a small free allowance. The tool is best suited to Russian-speaking organizations that need flexible deployment, including on-premise, alongside meeting transcription. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); ViSaver is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | ViSaver |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Speech-to-text with speaker identification |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Support for 90+ languages with automatic detection |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Playback-synchronized transcript search |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Exports to TXT, DOCX and PDF |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Supports Zoom, Google Meet, Teams and Yandex Telemost recordings |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | On-premise installation and REST API for integrations |
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.
ViSaver
Choose ViSaver if you need transcribing russian-language meetings and webinars — strengths include fast processing of long recordings.
CogniCor
ViSaver
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while ViSaver is strong for transcribing russian-language meetings and webinars. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and ViSaver 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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