CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Wordly: AI live captioning, translation, transcription, and summary platform for meetings, events, and conferences in dozens of languages. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Wordly when real-time translation for internal multilingual meetings 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.
AI live captioning, translation, transcription, and summary platform for meetings, events, and conferences in dozens of languages.
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
Wordly is an AI-powered platform that provides live captioning, real-time translation, transcripts, and summaries for meetings and events without requiring human interpreters. As a speaker talks, Wordly captures the meeting audio and processes it in real time to generate captions and translations in dozens of languages, which attendees access on their own phone, tablet, or computer through a link or QR code with no app download required. It works for in-person events as well as virtual and hybrid sessions running on Zoom, Microsoft Teams, Google Meet, and Webex, scaling from small internal meetings to large multi-thousand-attendee conferences. The platform supports two-way translation and custom glossaries to improve accuracy for organization-specific terms, and produces post-event transcripts and summaries. Wordly is aimed at corporations, associations, nonprofits, government agencies, educational institutions, and event organizers that need multilingual accessibility and recordkeeping. It emphasizes enterprise compliance with certifications and standards such as SOC 2 Type II, ISO 27001, GDPR, HIPAA, and accessibility mandates, positioning it as an accessibility and language-access solution rather than a personal note-taker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Wordly is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Wordly |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time AI captioning and translation in dozens of languages |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Attendee access via link or QR code, no download required |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Transcripts and post-event summaries |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Custom glossaries for organization-specific terminology |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Support for in-person, virtual, and hybrid events |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integration with Zoom, Teams, Google Meet, and Webex |
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.
Wordly
Choose Wordly if you need live multilingual captioning at conferences and large events — strengths include multilingual captioning and translation without human interpreters.
CogniCor
Wordly
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Wordly is strong for live multilingual captioning at conferences and large events. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Wordly is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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