CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Handy: Handy is a free, open-source, cross-platform push-to-talk app that transcribes your speech to text completely offline and pastes it into any text field. 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 Handy when privacy-sensitive voice-to-text where audio must stay on-device 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.
Handy is a free, open-source, cross-platform push-to-talk app that transcribes your speech to text completely offline and pastes it into any text field.
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
Handy is a free, open-source desktop application that turns your voice into text completely offline, with no audio ever leaving your computer. You press a configurable keyboard shortcut, speak, and release (push-to-talk), or use a toggle mode to start and stop; Handy transcribes what you said and automatically pastes the result into whatever text field is active. Because it runs entirely on-device, it is built for privacy-conscious users who want dictation without cloud uploads or subscriptions. Under the hood it is built with Tauri (a Rust backend with a React/TypeScript frontend) and supports multiple local speech-recognition models, including OpenAI's Whisper variants with GPU acceleration and the CPU-friendly Parakeet V3 model with automatic language detection. Silero Voice Activity Detection filters out silence so only speech is processed. Handy runs on macOS (Intel and Apple Silicon), Windows, and Linux, and is released under the MIT license. It positions itself as an accessible, extensible alternative to paid dictation tools, and is best suited for hands-free typing rather than recording multi-party meetings.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Handy is open source (open source). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Handy |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Push-to-talk and toggle dictation modes with a configurable global keyboard shortcut |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Fully offline, on-device transcription with no cloud uploads |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multiple local speech models including Whisper (GPU-accelerated) and Parakeet V3 (CPU, auto language detection) |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Silero Voice Activity Detection to filter silence and process only speech |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Automatically pastes transcribed text into any active application text field |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Cross-platform desktop app (macOS, Windows, Linux) built with Tauri |
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.
Handy
Choose Handy if you need hands-free dictation into emails, documents, chat apps, and code editors — strengths include completely free, open-source (mit) with no subscription or paywall.
CogniCor
Handy
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Handy is strong for hands-free dictation into emails, documents, chat apps, and code editors. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Handy is open source. 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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