CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Dictanote: Dictanote is a browser-based, cross-device notes app with built-in real-time speech-to-text voice typing in 50+ languages, plus an AI assistant that transcribes and summarizes voice notes. 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 CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Dictanote when professionals capturing voice memos and turning them into clean, summarized text with action items matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Dictanote is a browser-based, cross-device notes app with built-in real-time speech-to-text voice typing in 50+ languages, plus an AI assistant that transcribes and summarizes voice notes.
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
Dictanote is a dictation-powered note-taking app that lets you write notes by speaking instead of typing. Its core voice-typing engine transcribes speech to text in real time across more than 50 languages and 80+ dialects, and supports voice commands for inserting punctuation, paragraphs, and symbols, as well as keyboard shortcuts for starting, stopping, and switching dictation languages. Notes sync across devices and can be organized into notebooks, with offline editing available (though live dictation needs connectivity). Its AI layer, AudioScribe, takes raw voice notes and rewrites them into clean, summarized text—automatically adding punctuation and stripping filler words, repetitions, and "umms." Users can choose summarization levels, apply custom writing styles (such as a business memo or to-do list), dictate in one language and output in another, and connect output to other apps via Zapier or webhooks. It targets writers, students, journalists, and professionals who prefer speaking over typing. Dictanote also offers a companion Chrome extension, Voice In, for dictating into other web apps.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Dictanote is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Dictanote |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time speech-to-text voice typing in 50+ languages and 80+ dialects |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Voice commands for punctuation, paragraphs, symbols, and dictation control |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Custom voice commands to automate text entry and correct errors |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AudioScribe AI assistant that transcribes and summarizes voice notes, removing filler words |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Notebooks for organizing notes, with cloud sync across devices and offline editing |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Multilingual AI output (dictate in one language, write in another) and Zapier/webhook integrations |
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.
Dictanote
Choose Dictanote if you need students and writers drafting notes, articles, or book content hands-free by voice — strengths include strong multilingual coverage with 50+ languages and 80+ dialects.
CogniCor
Dictanote
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Dictanote is strong for students and writers drafting notes, articles, or book content hands-free by voice. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Dictanote 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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