Amical: Amical is an open-source, local-first AI dictation and voice-notes app that transcribes speech to text on your own machine using Whisper and open-source LLMs. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Amical when dictating emails, messages, and documents hands-free with app-appropriate formatting matters most, and CogniCor when turning client meeting notes into crm tasks and follow-up communications matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Amical is an open-source, local-first AI dictation and voice-notes app that transcribes speech to text on your own machine using Whisper and open-source LLMs.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Amical is an open-source, MIT-licensed AI dictation application that turns speech into formatted text directly on your device. It runs OpenAI's Whisper for speech recognition locally and uses open-source LLMs (via Ollama) for intelligent processing, so dictation can work offline once a local model is set up; for machines that can't handle local inference, it offers a cloud fallback. Built with Electron and TypeScript, it runs on Mac and Windows as a desktop app with a floating widget interface and configurable hotkeys. Its standout feature is context-aware formatting: it detects the active application and adapts tone and structure accordingly, producing professional text in email, casual phrasing in chat apps, or prompt and command-style output in IDEs and terminals. It supports many languages plus mixed-language dictation, and custom vocabulary for domain-specific terms. Beyond dictation, it is adding smart voice notes with summaries and task generation. It targets privacy-conscious writers, developers, and professionals wanting a free alternative to paid dictation tools.
Best suited for
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
Amical is open source (open source); CogniCor is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Amical | CogniCor |
|---|---|---|
| Core capability | Local speech-to-text transcription powered by OpenAI Whisper | Meeting note capture and organization within the CRM |
| Standout feature | On-device LLM processing via Ollama, with a cloud fallback option | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Context-aware formatting that adapts tone to the active app (email, chat, IDE, terminal) | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Multi-language and mixed-language dictation support | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Custom vocabulary for domain-specific terms and configurable hotkeys | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Smart voice notes with summaries and task generation (in development) | Integrations with planning and operations tools such as eMoney and Orion |
Amical
Choose Amical if you need dictating emails, messages, and documents hands-free with app-appropriate formatting — strengths include fully open source (mit) and actively maintained with frequent releases.
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.
Amical
CogniCor
It depends on your workflow. Amical is strong for dictating emails, messages, and documents hands-free with app-appropriate formatting, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
Amical is open source and CogniCor 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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