CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Dicte: Privacy-focused AI meeting assistant that records, transcribes, and summarizes meetings and voice notes on mobile and desktop. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Dicte when organizations with strict data-privacy or gdpr compliance needs matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Privacy-focused AI meeting assistant that records, transcribes, and summarizes meetings and voice notes on mobile and desktop.
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
Dicte is an AI meeting assistant developed by Livdeo SAS, a France-based company, designed to capture and process both in-person and virtual meetings as well as personal voice notes. Users start a recording with one tap, and Dicte applies speech recognition with speaker identification to produce a transcript, then generates summaries, action items, and structured documents such as meeting minutes from the spoken content. It offers customizable AI processing tools (referred to as SKILLs) for outputs like two-page or detailed minutes, SWOT analysis, and project-oriented reports, and supports multiple languages. A defining characteristic of Dicte is its emphasis on data protection: audio is recorded locally on the device and only temporarily transferred to Dicte-operated servers in Paris for transcription before being deleted, with transcript pseudonymization applied before AI processing and an on-premises Edge AI option (DicteBOX) for enterprise use. Dicte is aimed at business executives, meeting leaders, and organizations with strict privacy or compliance requirements, and is available across iOS, Android, web, and desktop builds for Windows and macOS. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Dicte is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Dicte |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | One-tap recording for in-person and virtual meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speech recognition with speaker identification |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI-generated summaries, action items, and meeting minutes |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Customizable AI processing tools (SKILLs) such as SWOT and project reports |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Multilingual transcription support |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Privacy-focused processing with local audio storage and post-processing deletion |
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.
Dicte
Choose Dicte if you need executives capturing and summarizing in-person and virtual meetings — strengths include strong privacy and data-protection design with eu-based processing.
CogniCor
Dicte
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Dicte is strong for executives capturing and summarizing in-person and virtual meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Dicte is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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