CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Yating: Taiwan-built AI speech-to-text app for classes, meetings, and interviews, optimized for Taiwanese-accent Mandarin and Mandarin-English code-switching. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Yating when professionals capturing meetings and interviews in taiwan 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.
Taiwan-built AI speech-to-text app for classes, meetings, and interviews, optimized for Taiwanese-accent Mandarin and Mandarin-English code-switching.
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
Yating is an AI speech-to-text application developed by AILabs, a privately funded Taiwan-based company, and is described as a handy tool for classes, meetings, interviews, and everyday moments worth saving. It converts speech and voice to text and is notable for being optimized for languages and accents commonly used in Taiwan, handling Mandarin, Taiwanese, English, Japanese, and Cantonese, including sentences that switch between Chinese and English mid-thought. The app offers live transcription that can dictate audio from a microphone in real time as well as transcription of recorded audio and uploaded audio or video files. It includes a subtitle mode for accessibility, speaker identification with timestamps, and is available across mobile, web, and a Chrome plugin. An API is offered for batch processing and automatic speech recognition, and the company emphasizes a privacy-focused approach, stating it does not sell user data and that its technology and data are developed locally in Taiwan. Yating is named after a professional shorthand typist, reflecting its goal of accurate, fast transcription. The application remains active with recent updates, and it is positioned for students, podcasters, researchers, data analysts, and people who are hard of hearing. A free tier is available on iPhone alongside other offerings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Yating is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Yating |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Live microphone transcription plus transcription of recorded and uploaded files |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Optimized for Taiwanese-accent Mandarin and Mandarin-English code-switching |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Support for Mandarin, Taiwanese, English, Japanese, and Cantonese |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Speaker identification with timestamps |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Subtitle mode for accessibility |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Cross-platform: mobile, web, and Chrome plugin |
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.
Yating
Choose Yating if you need students transcribing lectures and classes in mandarin or mixed mandarin-english — strengths include strong handling of taiwanese-accent mandarin and chinese-english code-switching.
CogniCor
Yating
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Yating is strong for students transcribing lectures and classes in mandarin or mixed mandarin-english. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Yating is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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