BB Recorder: A 100% local, no-bot meeting recorder for Mac and iOS that records, transcribes, and summarizes entirely on-device, built by the BuildBetter team. 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 BB Recorder when regulated or privacy-sensitive teams that cannot send audio to the cloud matters most, and CogniCor when turning client meeting notes into crm tasks and follow-up communications matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
A 100% local, no-bot meeting recorder for Mac and iOS that records, transcribes, and summarizes entirely on-device, built by the BuildBetter team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
BB Recorder is a local-first meeting recorder built by the team behind BuildBetter, designed for people who want meeting capture without any data leaving their device. Rather than dropping a bot into a video call, BB Recorder captures the computer's system audio directly, links to the user's calendar, and turns rough conversation audio into clean transcripts and summaries. Its defining characteristic is that recording, transcription, summarization, and even live AI chat about the meeting can all run locally using on-device models, so there is no server holding the audio or transcripts. The company frames this as making a data breach architecturally impossible because there is no cloud store to compromise, and it points to SOC 2 and HIPAA considerations along with an AI transparency policy. BB Recorder is positioned as a genuinely free, unlimited option for Mac, with no trial tiers or required registration when using local models, and a companion iOS app extends capture to the iPhone. It is aimed at privacy-sensitive professionals, regulated teams, and anyone who wants automatic meeting notes without a visible bot or a cloud transcription pipeline. 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
BB Recorder 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 | BB Recorder | CogniCor |
|---|---|---|
| Core capability | No-bot capture of system audio directly on the device | Meeting note capture and organization within the CRM |
| Standout feature | Fully on-device recording, transcription, and summarization | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Local AI chat to ask questions about a captured meeting | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Calendar linking to associate recordings with scheduled meetings | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Available for macOS and iOS | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Built by the BuildBetter team with an AI transparency policy | Integrations with planning and operations tools such as eMoney and Orion |
BB Recorder
Choose BB Recorder if you need regulated or privacy-sensitive teams that cannot send audio to the cloud — strengths include local-only processing keeps meeting audio and transcripts off external servers.
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.
BB Recorder
CogniCor
It depends on your workflow. BB Recorder is strong for regulated or privacy-sensitive teams that cannot send audio to the cloud, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
BB Recorder 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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