CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. WayinVideo: An AI video platform that generates speaker-labeled, timestamped transcripts and summaries from uploaded recordings, including Zoom, Teams, and Google Meet meetings, plus animated multilingual captions for repurposed clips. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and WayinVideo when generating timestamped transcripts and summaries of podcasts and interviews 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.
An AI video platform that generates speaker-labeled, timestamped transcripts and summaries from uploaded recordings, including Zoom, Teams, and Google Meet meetings, plus animated multilingual captions for repurposed clips.
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
WayinVideo is an all-in-one AI video platform that turns long recordings into transcripts, summaries, captions, and short clips. Users upload a video or audio file, import from Google Drive, or process content from YouTube, and the platform automatically produces a punctuated transcript with timestamps and speaker labels. It supports more than 100 languages and offers dedicated meeting tools for Zoom, Microsoft Teams, and Google Meet recordings, generating speaker-separated transcripts plus AI summaries with timestamped outlines and exact quotes. Transcripts and summaries can be exported as TXT or Markdown or copied to share with a team. Beyond transcription, WayinVideo provides text-based editing (editing the video by editing its transcript), highlight detection that auto-creates social clips, animated multilingual captions, in-video keyword search, and auto-reframing to vertical formats. It is aimed at content creators, podcasters, and teams that need to repurpose or review long-form video and meeting content. The product is available as a web app, a Chrome extension, and through an API.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); WayinVideo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | WayinVideo |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Speaker-labeled, punctuated transcripts with timestamps across 100+ languages |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Dedicated AI meeting transcription and summarizer for Zoom, Teams, and Google Meet recordings |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Timestamped AI summaries with outlines, exact quotes, and TXT/Markdown export |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Text-based video editing that lets you edit footage by editing the transcript |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI clip detection that turns long videos into multiple short, social-ready clips |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Animated multilingual captions and AI auto-reframe to vertical (9:16) formats |
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.
WayinVideo
Choose WayinVideo if you need transcribing and summarizing zoom, teams, or google meet recordings into speaker-labeled meeting notes — strengths include combines transcription, summarization, and meeting notes with video repurposing in one tool.
CogniCor
WayinVideo
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while WayinVideo is strong for transcribing and summarizing zoom, teams, or google meet recordings into speaker-labeled meeting notes. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and WayinVideo 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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