CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Wavel AI: Wavel AI is an AI media platform that transcribes uploaded audio and video into speaker-labeled, editable, and translatable transcripts, with note and summary generation. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Wavel AI when turning recorded meetings and calls into editable, shareable transcripts and summaries 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.
Wavel AI is an AI media platform that transcribes uploaded audio and video into speaker-labeled, editable, and translatable transcripts, with note and summary generation.
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
Wavel AI is an AI-powered media platform whose transcription product converts uploaded audio and video into written text, automatically detecting and differentiating multiple speakers so transcripts are easy to follow. It is aimed at content creators, marketing and L&D teams, interviewers, and enterprises that need to capture meetings, interviews, lectures, and other recorded conversations. Users add media by uploading from their device, pasting a link, or importing from Google Drive, Dropbox, or YouTube, and can choose automatic AI transcription or a slower human-reviewed option. A built-in editor lets users correct text, fix punctuation, and adjust timestamps, while a summary feature can generate structured notes that highlight key points and discussion items. Transcripts and notes can be exported in formats such as DOCX, TXT, and PDF for sharing or archiving. Wavel supports dozens of languages and accents and can translate transcripts, and it sits alongside the broader Wavel suite for subtitling, dubbing, voiceover, and video editing. It runs on a freemium model with paid subscription tiers.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Wavel AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Wavel AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic speech-to-text transcription of uploaded audio and video |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker detection and identification for multi-participant recordings |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summary and structured note generation highlighting key points |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Built-in editor for correcting text, punctuation, and timestamps |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Multilingual transcription and translation across dozens of languages and accents |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export of transcripts and notes to DOCX, TXT, and PDF |
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.
Wavel AI
Choose Wavel AI if you need transcribing recorded interviews so interviewers can focus on the conversation instead of note-taking — strengths include combines transcription with translation, subtitling, dubbing, and voiceover in one platform.
CogniCor
Wavel AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Wavel AI is strong for transcribing recorded interviews so interviewers can focus on the conversation instead of note-taking. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Wavel AI 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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