Basil AI: On-device AI note taker for Apple devices that transcribes and summarizes meetings entirely offline, with no cloud upload. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Basil AI when transcribing confidential client meetings where data must stay on-device 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.
On-device AI note taker for Apple devices that transcribes and summarizes meetings entirely offline, with no cloud upload.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Basil AI (Basil Private AI Note Taker) is a privacy-first AI transcription and note-taking application that processes all audio locally on Apple devices using Apple's on-device speech and machine-learning frameworks. Because recordings, transcripts, and summaries never leave the device and no cloud servers are involved, Basil is positioned for privacy-conscious professionals handling sensitive conversations, including lawyers conducting client meetings and other client-services practitioners where confidentiality matters. The app records live meetings and can also process uploaded audio and DRM-free video files, then generates transcripts with speaker diarization plus AI summaries and key takeaways. It supports a large set of languages and can work offline, including in airplane mode. Outputs can be exported to formats such as text, PDF, CSV, and JSON, and integrated with Apple's ecosystem (Apple Notes, iCloud Drive, Files). Basil is distributed on the Apple App Store by TONSOR LLC and is available as a universal app across iPhone, iPad, Mac, and Apple Vision, with recent iOS, iPadOS, macOS, and visionOS versions required. Pricing varies by plan. Check the official website for current pricing.
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
Basil AI 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 | Basil AI | CogniCor |
|---|---|---|
| Core capability | 100% on-device transcription with no cloud upload | Meeting note capture and organization within the CRM |
| Standout feature | Speaker diarization to separate participants automatically | Automated pre-meeting prep including agendas and form-finding |
| Team usage | AI-generated summaries, minutes, and key takeaways | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Support for recording live meetings and uploading audio/video files | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Multi-language support and offline (airplane-mode) operation | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Export to text, PDF, CSV, and JSON, plus Apple Notes/iCloud/Files | Integrations with planning and operations tools such as eMoney and Orion |
Basil AI
Choose Basil AI if you need transcribing confidential client meetings where data must stay on-device — strengths include strong privacy posture since data never leaves the device.
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.
Basil AI
CogniCor
It depends on your workflow. Basil AI is strong for transcribing confidential client meetings where data must stay on-device, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
Basil AI 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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