CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. VITO: VITO is a mobile app from ReturnZero that automatically transcribes recorded phone calls into searchable text with speaker labels and summaries, optimized for Korean. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and VITO when capturing and sharing business call details for agents, sales, and small-business owners 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.
VITO is a mobile app from ReturnZero that automatically transcribes recorded phone calls into searchable text with speaker labels and summaries, optimized for Korean.
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
VITO (비토) is a call-transcription app developed by ReturnZero Inc. (리턴제로), a Seoul-based speech-AI company. It automatically converts recorded phone calls into readable, chat-style text using ReturnZero's proprietary speech-recognition engine tuned for conversational Korean. Rather than joining live virtual meetings as a bot, VITO works from a phone's call-recording function: once a call is recorded, the audio is transcribed, with speaker identification distinguishing participants, and users can later read, keyword-search, replay specific segments, and review summaries of past conversations. It also supports bulk conversion of previously recorded calls. VITO is available on iOS and Android, with PC/web access to view transcripts, and offers cloud storage so call history is preserved across devices. The company also exposes its underlying RTZR speech-to-text technology as a separate developer API. VITO is aimed at everyday users and professionals such as real-estate agents, delivery drivers, office workers, students, and small-business owners who need to revisit, search, or share the content of their phone conversations.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); VITO is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | VITO |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic speech-to-text transcription of recorded phone calls |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker identification across multi-party conversations |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Chat-style transcripts with keyword search and segment replay |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Call summaries and follow-up reminders |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Bulk conversion of previously recorded calls |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Cloud storage with PC/web access to transcripts across devices |
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.
VITO
Choose VITO if you need reviewing and searching the content of past phone calls — strengths include strong korean speech recognition from returnzero's proprietary stt engine.
CogniCor
VITO
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while VITO is strong for reviewing and searching the content of past phone calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and VITO 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.
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