CFAI: CFAI is a Windows desktop AI note taker that transcribes meetings and calls locally on-device with Faster Whisper, so audio never leaves the user's computer. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CFAI when capturing private meeting notes and summaries without a recording bot joining the call 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.
CFAI is a Windows desktop AI note taker that transcribes meetings and calls locally on-device with Faster Whisper, so audio never leaves the user's computer.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
CFAI (Cognitive Flow AI) is a Windows desktop application that acts as a privacy-focused AI meeting and call note taker. Instead of sending a bot into the call, it captures both microphone and system audio at the operating-system level, so no "recording started" notification appears and the tool works across Zoom, Teams, Google Meet, Discord, and any other call. Transcription runs locally on the device using Faster Whisper, with support for many languages, and CFAI states that the audio never leaves the user's computer. From the live transcript it produces speaker-labeled notes, AI summaries, and action items, and it can build a real-time "Cognitive Map" that visualizes the conversation's topics. Summaries can be generated by Claude in the cloud, or users can keep everything offline by connecting a local LLM through Ollama, LM Studio, or Jan.ai. It is aimed at professionals, educators, recruiters, and others who want meeting notes without bots or cloud audio uploads. CFAI is distributed via the Microsoft Store with a free trial and credit-based subscription tiers.
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
CFAI 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 | CFAI | CogniCor |
|---|---|---|
| Core capability | Local on-device transcription using Faster Whisper, so audio never leaves the computer | Meeting note capture and organization within the CRM |
| Standout feature | Bot-free capture of microphone and system audio at the OS level (no 'recording started' notice) | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Speaker diarization with automatic speaker labels in transcripts | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | AI summaries and action items, generated by Claude or a local LLM | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Real-time 'Cognitive Map' that visualizes conversation topics and flow | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Works across any call platform including Zoom, Teams, Google Meet, and Discord | Integrations with planning and operations tools such as eMoney and Orion |
CFAI
Choose CFAI if you need capturing private meeting notes and summaries without a recording bot joining the call — strengths include local faster whisper transcription keeps meeting audio on-device for strong privacy.
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.
CFAI
CogniCor
It depends on your workflow. CFAI is strong for capturing private meeting notes and summaries without a recording bot joining the call, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
CFAI 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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