CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Voicit: Spanish-first, bot-free AI tool that records, transcribes, and summarizes meetings in Spanish plus Catalan, Basque, and more. 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 Voicit when consulting and client meetings needing spanish-language summaries 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.
Spanish-first, bot-free AI tool that records, transcribes, and summarizes meetings in Spanish plus Catalan, Basque, and more.
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
Voicit is a Spanish startup, founded in Barcelona, that records, transcribes, and summarizes meetings and interviews using AI, with Spanish as its primary language rather than an English tool adapted afterward. It captures audio from phone calls, video calls, or in-person conversations and then identifies speakers, key topics, agreements, and pending tasks before generating an executive summary. Voicit is bot-free: it does not join meetings as a participant and does not send automatic emails to attendees, so recording remains discreet. It supports up to eight languages, including Spanish, English, French, Italian, German, Portuguese, Catalan, and Basque, which makes it notable for Spanish-speaking and multilingual Iberian teams. Capture options are flexible: a Chrome extension handles video calls, the browser and a laptop microphone can record in-person meetings, and Voicit also offers a physical recorder for interviews and in-room meetings. The platform is aimed at Spanish-speaking teams in Spain and Latin America, with particular relevance to HR, recruiting, and consulting workflows, and it positions itself as a discreet, language-native alternative to English-centric meeting tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Voicit is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Voicit |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Spanish-first transcription with support for 8 languages including Catalan and Basque |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Bot-free, discreet recording without joining as a participant |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker identification and detection of topics, agreements, and tasks |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI-generated executive summaries |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Chrome extension plus browser/laptop microphone capture |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Optional physical recorder for interviews and in-room meetings |
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.
Voicit
Choose Voicit if you need spanish-speaking hr and recruiting teams transcribing interviews — strengths include built in barcelona with spanish as the native language and catalan/basque support.
CogniCor
Voicit
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Voicit is strong for spanish-speaking hr and recruiting teams transcribing interviews. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Voicit is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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