CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Voicegain: Speech-to-text and ASR platform with developer APIs plus a private LLM-powered meeting notetaker. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Voicegain when building telephony voice bots and call analytics matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Speech-to-text and ASR platform with developer APIs plus a private LLM-powered meeting notetaker.
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
Voicegain is a speech recognition company that offers both speech-to-text APIs for developers and a packaged meeting assistant called Transcribe. Its ASR engine supports batch transcription of recorded files and real-time streaming for live audio, and it can be deployed in the cloud, in a customer's virtual private cloud, or on-premises, which appeals to organizations with strict data-control or privacy requirements. On the developer side, Voicegain provides speech-to-text, speech-analytics, and telephony-bot APIs that can transcribe audio and analyze it for sentiment, named entities, topics, and intent. Its meeting product, Transcribe, is described as a private, LLM-powered meeting notetaker that captures audio from video-meeting browser tabs and uploaded recordings, integrates with Zoom, Microsoft Teams, and Google Meet, and automatically identifies topics and highlights from a conversation. A Windows desktop app supports Zoom local recordings. Because Voicegain spans both an underlying ASR platform and an end-user meeting tool, it suits teams that want either to build on its APIs or to use a ready meeting notetaker with flexible deployment and a focus on keeping data private. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Voicegain is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Voicegain |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Batch and real-time speech-to-text APIs |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Private LLM-powered meeting notetaker (Transcribe) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Integrations with Zoom, Microsoft Teams, and Google Meet |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Speech analytics: sentiment, named entities, topics, and intent |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Cloud, VPC, and on-premises deployment options |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Telephony bot APIs for voice agents |
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.
Voicegain
Choose Voicegain if you need taking private, automated notes for zoom, teams, and meet calls — strengths include flexible deployment including on-premises for data control.
CogniCor
Voicegain
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Voicegain is strong for taking private, automated notes for zoom, teams, and meet calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Voicegain 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.
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