CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. VoiceToNotes: AI transcription and dictation tool that captures voice and conversations via the device microphone and turns them into formatted, organized notes. 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 VoiceToNotes when transcribing in-person meetings via a phone or laptop microphone 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.
AI transcription and dictation tool that captures voice and conversations via the device microphone and turns them into formatted, organized notes.
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
VoiceToNotes is an AI transcription and voice-to-text tool that converts spoken audio into formatted, organized notes. Rather than sending a bot into a video call, it captures audio through the device microphone, making it usable for dictation, voice memos and in-person or device-side meeting transcription on phones, computers and tablets. It provides real-time speech-to-text and applies AI processing on top of the raw transcript, including grammar correction and formatting, automatic extraction of action items, and organization of notes into collections and folders so they remain searchable later. The tool supports transcription across more than 20 languages, which makes it usable for multilingual users and globally distributed teams. Because it relies on direct microphone capture rather than meeting-bot integrations, it appeals to users who prioritize a simple, private workflow and want to avoid adding a visible participant to their calls. VoiceToNotes serves a broad audience including students, business professionals, healthcare workers and writers who need to turn spoken content into clean written notes. Mobile apps are available on iOS and Android in addition to its web experience. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); VoiceToNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | VoiceToNotes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time voice-to-text transcription via device microphone |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI grammar correction and automatic formatting |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic action item extraction |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Note organization into collections and folders |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Support for 20+ languages |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | iOS and Android apps plus web access |
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.
VoiceToNotes
Choose VoiceToNotes if you need dictating notes and voice memos that auto-format into clean text — strengths include simple, microphone-based capture with no bot joining calls.
CogniCor
VoiceToNotes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while VoiceToNotes is strong for dictating notes and voice memos that auto-format into clean text. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and VoiceToNotes 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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