CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. FoCase Rec: FoCase Rec is a magnetic hardware recorder plus companion app that captures phone calls and in-person audio, then transcribes and summarizes the recordings using AI. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and FoCase Rec when capturing in-person meetings, interviews, and lectures for later transcription and review 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.
FoCase Rec is a magnetic hardware recorder plus companion app that captures phone calls and in-person audio, then transcribes and summarizes the recordings using AI.
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
FoCase Rec is a hybrid hardware-and-software product for recording, transcribing, and summarizing conversations. The slim magnetic device attaches to the back of an iPhone and uses vibration-conduction technology to capture both sides of a phone call with a single button press, working around iOS call-recording restrictions without Bluetooth pairing for capture. It also doubles as a standalone voice recorder for lectures, meetings, and interviews, with dual-microphone noise reduction. Recordings sync to the FoCase Rec app, where OpenAI Whisper powers voice-to-text transcription across more than 100 languages, and GPT-based AI generates summaries and mind maps that extract key points. The app supports playback, simple editing, password protection, file transfer, and one-tap sharing of audio, transcripts, and summaries. It is aimed at professionals, sales and support staff, students, and anyone who needs documented records of calls and meetings. The recorder is a one-time purchase, and the company advertises free lifetime call recording plus included AI transcription and summarization up to a monthly minute allowance, avoiding recurring subscription fees.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); FoCase Rec is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | FoCase Rec |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Magnetic phone-back recorder that captures both sides of iPhone calls with a single button press |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Doubles as a standalone voice recorder for meetings, lectures, and interviews with dual-mic noise reduction |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI transcription via OpenAI Whisper supporting 100+ languages |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI summarization and mind-map generation using GPT to extract key points |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Companion app for playback, simple editing, file transfer, and one-tap sharing of audio, transcripts, and summaries |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Password protection for stored recordings |
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.
FoCase Rec
Choose FoCase Rec if you need recording and documenting business or sales phone calls with searchable transcripts and summaries — strengths include records phone calls on iphone without app-based workarounds or per-call fees, plus works for in-person audio.
CogniCor
FoCase Rec
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while FoCase Rec is strong for recording and documenting business or sales phone calls with searchable transcripts and summaries. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and FoCase Rec 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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