AudioPen: AudioPen records spoken voice notes, transcribes them, and rewrites the rambling speech into clear, structured text in a style you choose. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist AudioPen when capturing and refining personal ideas, journal entries, or brainstorms by voice matters most, and CogniCor when turning client meeting notes into crm tasks and follow-up communications matters most. Run both through a week of actual calls to see which suits your workflow.
AudioPen records spoken voice notes, transcribes them, and rewrites the rambling speech into clear, structured text in a style you choose.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AudioPen is a voice-to-text tool that captures spoken thoughts and turns them into polished written notes. You record your voice (or upload an audio file), and AudioPen transcribes the speech, then rewrites it into clear, structured text by fixing grammar, cutting filler words, and organizing rambling input into coherent prose. Rather than producing a verbatim transcript, it reshapes what you said into finished writing in a style you select or train over time, with preset and custom styles available. It supports multiple languages and can transcribe speech in one language while writing the output in another. A SuperSummaries feature combines several notes into a single cohesive summary, and existing notes can be reformatted for different purposes such as emails or to-do lists. Built by independent developer Louis Pereira, it runs across iOS, iPad, Apple Watch, Android, Mac, and a Chrome extension, with Zapier and webhook integrations for sending notes elsewhere. It is aimed at people who think out loud and want to convert informal speech into professional written content.
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
AudioPen is a free tier with paid upgrades (freemium); CogniCor is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | AudioPen | CogniCor |
|---|---|---|
| Core capability | Records voice notes and transcribes speech to text | Meeting note capture and organization within the CRM |
| Standout feature | Rewrites rambling speech into clear, structured prose with grammar fixes and filler removal | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Audio file upload for transcribing and rewriting existing recordings | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Preset and custom writing styles that adapt to your voice over time | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Multi-language support, including speaking in one language and writing output in another | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | SuperSummaries to combine multiple notes, plus Zapier and webhook integrations | Integrations with planning and operations tools such as eMoney and Orion |
AudioPen
Choose AudioPen if you need capturing and refining personal ideas, journal entries, or brainstorms by voice — strengths include fast, low-friction way to turn spoken thoughts into clean, usable writing.
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.
AudioPen
CogniCor
It depends on your workflow. AudioPen is strong for capturing and refining personal ideas, journal entries, or brainstorms by voice, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
AudioPen is a free tier with paid upgrades and CogniCor is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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