CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MacParakeet: Free, open-source local voice app for Apple Silicon Macs offering on-device meeting recording, live transcripts, dictation, and file transcription powered by NVIDIA Parakeet. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and MacParakeet when system-wide dictation across applications for privacy-conscious users matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Free, open-source local voice app for Apple Silicon Macs offering on-device meeting recording, live transcripts, dictation, and file transcription powered by NVIDIA Parakeet.
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
MacParakeet is a free, open-source voice application for Apple Silicon Macs that runs speech recognition entirely on-device using NVIDIA's Parakeet TDT model via FluidAudio CoreML. Beyond system-wide dictation and file or URL transcription, it includes a meeting recording mode with live transcript preview, in-app note-taking, and export, plus meeting calendar integration through macOS EventKit that can show reminders and optionally auto-start recording. Because all speech recognition runs locally, the project states that audio remains on the device, with no cloud speech-to-text, no required accounts, and opt-out telemetry. It supports around 25 European languages with automatic detection and includes a text cleanup pipeline for filler removal, custom word replacements, and snippet expansion. Optional AI features such as summaries, chat, and text formatting can be enabled through cloud or local providers when the user chooses. Built with Swift and SwiftUI and distributed under the GPL-3.0 license, MacParakeet is actively maintained on GitHub and can be installed via a notarized DMG, a Homebrew cask, or built from source. It is positioned as a privacy-respecting, bot-free option for capturing meetings directly from the Mac. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MacParakeet is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MacParakeet |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | On-device meeting recording with live transcript preview and note-taking |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Meeting calendar integration via macOS EventKit with optional auto-start |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | System-wide dictation with hotkey and push-to-talk modes |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | File and URL transcription on the device |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Local NVIDIA Parakeet TDT speech recognition with no cloud STT |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Text cleanup pipeline including filler removal and custom replacements |
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.
MacParakeet
Choose MacParakeet if you need capturing and transcribing meetings locally on a mac without a bot — strengths include free and open source with on-device speech recognition.
CogniCor
MacParakeet
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MacParakeet is strong for capturing and transcribing meetings locally on a mac without a bot. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MacParakeet 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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