CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Zeemo: Zeemo is an AI auto-captioning and transcription tool that converts videos, podcasts, interviews, and voice recordings into text and time-synced subtitles, with translation into many languages. 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 Zeemo when auto-generating and styling captions for social media and youtube videos 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.
Zeemo is an AI auto-captioning and transcription tool that converts videos, podcasts, interviews, and voice recordings into text and time-synced subtitles, with translation into many 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
Zeemo is an AI-powered captioning, subtitling, and transcription platform aimed at content creators, podcasters, YouTubers, educators, and marketing teams. Users upload an audio or video file (or paste a video link), and Zeemo's speech recognition automatically converts the speech into time-synced captions or a plain-text transcript. Beyond social-video subtitles, it offers a dedicated transcription service for recorded interviews, meetings, lectures, podcasts, songs, and voice recordings, producing editable text that can be exported. It supports a broad set of languages for recognition and can translate captions and subtitles into many additional languages for localized content. A batch-editing interface lets users correct and refine transcripts efficiently, and captions can be styled with fonts, colors, templates, emojis, and effects before export. Outputs include caption-burned video plus subtitle and text formats such as SRT, ASS, and TXT. Zeemo runs in the browser with no install required and also offers dedicated iOS and Android apps for transcribing and captioning on the go.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Zeemo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Zeemo |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI auto-captioning that generates time-synced subtitles from video and audio |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Audio/video transcription for interviews, meetings, lectures, podcasts, and voice recordings |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multilingual subtitle recognition with translation into many additional languages |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Batch transcript and subtitle editing for fast corrections |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Caption styling with fonts, colors, templates, emojis, GIFs, and stickers |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export to multiple formats including captioned video, SRT, ASS, and TXT |
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.
Zeemo
Choose Zeemo if you need transcribing recorded interviews, podcasts, and voice recordings into editable text — strengths include handles both polished social-video captions and plain transcription of meetings, interviews, and podcasts.
CogniCor
Zeemo
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Zeemo is strong for transcribing recorded interviews, podcasts, and voice recordings into editable text. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Zeemo 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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