CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Way With Words: Way With Words is a transcription and captioning service that converts audio and video recordings, including meetings and interviews, into accurate text using human transcribers and automatic speech recognition. 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 Way With Words when producing accessible captions and subtitles for recorded video content 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.
Way With Words is a transcription and captioning service that converts audio and video recordings, including meetings and interviews, into accurate text using human transcribers and automatic speech recognition.
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
Way With Words is an audio-to-text services company, founded in 2002 and registered in the UK and South Africa, that turns recordings into text. Rather than joining calls as a bot, it works from files: users upload audio or video through a secure account portal (supporting formats such as MP3, WAV, MP4, MOV, and M4A, up to 8GB per file) and receive transcripts back as DOCX, with PDF and RTF available on request. Its core offering is human transcription, including verbatim, intelligent verbatim, and time-coded transcripts for multi-speaker interviews, focus groups, corporate meetings, hearings, and media. It also provides automatic (ASR) transcription in 50+ languages, video captioning and subtitles, machine-transcript polishing, and custom speech datasets for AI/ASR training. Turnaround is offered in tiers from express through to roughly eight days, with human quality checks emphasized for complex audio. It targets research and academia, legal and compliance, media production, education, corporate teams, public sector and NGOs, and AI developers needing dependable, confidential text from audio.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Way With Words is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Way With Words |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Human transcription with verbatim, intelligent verbatim, and time-coded options |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic (ASR) speech-to-text transcription in 50+ languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Video captioning and subtitles for accessibility and broadcast |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Secure account portal for audio/video upload (up to 8GB per file, batch uploads) |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Multiple turnaround tiers from express to several days |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Custom speech datasets for AI and ASR training programs |
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.
Way With Words
Choose Way With Words if you need transcribing recorded corporate meetings, interviews, and focus groups into searchable text — strengths include human-reviewed transcripts suited to complex, multi-speaker audio like meetings and focus groups.
CogniCor
Way With Words
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Way With Words is strong for transcribing recorded corporate meetings, interviews, and focus groups into searchable text. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Way With Words is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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