CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Letterly: Letterly is a multilingual AI speech-to-text app that turns dictated speech into polished notes, emails, summaries, and meeting transcripts across iOS, Android, Mac, Windows, and Web. 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 Letterly when transcribing and summarizing meetings or interviews with speaker separation 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.
Letterly is a multilingual AI speech-to-text app that turns dictated speech into polished notes, emails, summaries, and meeting transcripts across iOS, Android, Mac, Windows, and Web.
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
Letterly is a voice-to-text application that converts spoken words into clean, structured written text. Aimed at professionals, students, content creators, and anyone who prefers talking to typing, it lets users record speech directly in the app or dictate into other apps, then automatically transcribes the audio. Beyond raw transcription, Letterly applies AI rewriting so a single recording can become an email, a summary, a social post, a task list, a journal entry, or a meeting recap, using preset styles or custom instructions. It automatically detects and transcribes a wide range of languages and can handle mid-sentence language switching. For meetings and interviews, it offers speaker separation and can generate summaries from a recording. The app supports extended recordings, offline and screen-off dictation, quick-record widgets, and live sync across devices, including Apple Watch. It also integrates with external tools via Zapier and webhooks. Letterly states that user data is kept private and not used to train AI models. It runs on iOS, Android, Mac, Windows, and Web.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Letterly is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Letterly |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic speech-to-text transcription of recorded or dictated audio |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI rewriting into multiple formats (emails, summaries, posts, task lists, journal entries) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multilingual transcription with automatic language detection and mid-sentence switching |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Meeting/interview support with speaker separation and summary generation |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Offline and screen-off recording, plus quick-record widget and Apple Watch dictation |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Cross-device sync and integrations via Zapier and webhooks |
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.
Letterly
Choose Letterly if you need dictating and polishing emails, messages, and notes faster than typing — strengths include broad multilingual coverage with automatic language detection.
CogniCor
Letterly
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Letterly is strong for dictating and polishing emails, messages, and notes faster than typing. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Letterly is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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