CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. VozParaTexto: Portuguese AI audio and video transcription service with speaker identification and DOCX/SRT export, used for meetings, interviews and lectures. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and VozParaTexto when producing editable docx transcripts that can be turned into meeting minutes 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.
Portuguese AI audio and video transcription service with speaker identification and DOCX/SRT export, used for meetings, interviews and lectures.
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
VozParaTexto is an AI-powered transcription service focused on the Portuguese language, operating a Portugal edition at vozparatexto.pt and a Brazilian Portuguese edition at vozparatexto.com.br. The platform converts audio and video into text and is positioned for interviews, meetings, classes, podcasts and other recordings, with particular emphasis on handling Portuguese accents and terminology that generic international tools often struggle with. Features include automatic speaker identification that separates who is speaking, automatic captions, and export of transcriptions to formats such as TXT, DOCX and SRT, making it straightforward to turn a meeting recording into editable minutes or subtitle files. The service emphasizes speed, processing roughly an hour of audio in a few minutes, and supports additional languages including English, Spanish and French alongside its Portuguese specialty. On the security side, the platform states that files are encrypted and automatically deleted after processing. It offers a short free trial so users can test the output before committing. As a Portuguese-language transcription tool tailored to European and Brazilian Portuguese, VozParaTexto serves journalists, companies, students and professionals who need accurate written records of meetings and other spoken content without manual transcription. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); VozParaTexto is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | VozParaTexto |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription of audio and video files |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic speaker identification separating who is speaking |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Export to TXT, DOCX and SRT (subtitle) formats |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Optimized for European and Brazilian Portuguese accents and terminology |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Support for additional languages including English, Spanish and French |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Encryption with automatic deletion of files after processing |
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.
VozParaTexto
Choose VozParaTexto if you need transcribing recorded meetings and interviews in portuguese for written records — strengths include specialized in portuguese transcription for both portugal and brazil.
CogniCor
VozParaTexto
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while VozParaTexto is strong for transcribing recorded meetings and interviews in portuguese for written records. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and VozParaTexto 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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