CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Vizard: Vizard is an AI video tool that transcribes audio and video into searchable, editable text in 30+ languages while automatically detecting highlights and turning long recordings into short clips. 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 Vizard when converting zoom or other recorded meetings into transcripts and shareable clips 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.
Vizard is an AI video tool that transcribes audio and video into searchable, editable text in 30+ languages while automatically detecting highlights and turning long recordings into short clips.
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
Vizard is a multimodal AI video platform whose transcription engine converts uploaded audio and video into searchable, editable text. Users can transcribe files from their computer, paste a YouTube link, or import Zoom recordings, then read and edit the result like a document. The tool supports 30+ languages including English, Spanish, French, German, Japanese, Korean, Mandarin, Portuguese, Hindi, and Arabic, and lets users export transcripts as .SRT or .TXT files. Beyond plain transcription, Vizard analyzes the recording to identify key moments and highlights, auto-generate captions and subtitles, and produce short, social-ready clips with smart titles. Its transcript-based editor lets you trim footage, cut bad takes, and remove silences simply by deleting words. Vizard is aimed primarily at content creators, podcasters, marketers, coaches, and agencies who repurpose long-form video, but the transcription and Zoom-import features also serve anyone needing voice-to-text. It offers a team workspace for collaboration, brand templates, and caption translation into many additional languages.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Vizard is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Vizard |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription of audio and video into searchable, editable text in 30+ languages |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Imports from computer uploads, YouTube links, and Zoom recordings |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Transcript-based editing - cut footage by deleting words, remove silences and bad takes |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic highlight/chapter and key-clip detection from long recordings |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Auto-generated captions and subtitles with translation into many languages |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Transcript export to .SRT and .TXT, plus team workspace collaboration |
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.
Vizard
Choose Vizard if you need transcribing podcasts, webinars, or recorded videos into editable, searchable text — strengths include transcribes both audio and video and supports a wide range of languages.
CogniCor
Vizard
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Vizard is strong for transcribing podcasts, webinars, or recorded videos into editable, searchable text. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Vizard 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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