CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MacWhisper: Native macOS transcription app from Amsterdam-based Goodsnooze that records and transcribes meetings locally using Whisper, with no cloud upload. 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 MacWhisper when journalists and researchers transcribing recorded interviews 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.
Native macOS transcription app from Amsterdam-based Goodsnooze that records and transcribes meetings locally using Whisper, with no cloud upload.
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
MacWhisper is a native macOS (and iOS) transcription app built by indie developer Jordi Bruin under his Amsterdam-based studio Goodsnooze. It uses OpenAI's Whisper models (and NVIDIA Parakeet) to turn audio and video into editable text directly on the user's device, so recordings never need to be sent to the cloud. Beyond transcribing existing files, MacWhisper can record and transcribe meetings from conferencing apps such as Zoom, Teams, Webex, Skype, Chime, and Discord, as well as system audio and microphone input, making it practical as a meeting transcription tool. It supports more than 100 languages and offers features like batch transcription, speaker grouping, search, and real-time dictation. Because all processing happens locally, it appeals to users with privacy and confidentiality requirements who prefer not to route sensitive conversations through third-party servers. The company is independently funded and has not been acquired. MacWhisper is distributed through its own website and the Mac App Store, with a free tier for basic offline transcription and paid options for advanced capabilities. It is best for Mac users who want a fast, private, on-device way to transcribe meetings and recordings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MacWhisper is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MacWhisper |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | On-device transcription using Whisper and NVIDIA Parakeet |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Records system audio from Zoom, Teams, Webex, and other apps |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Supports 100+ languages |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Batch transcription and speaker grouping |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Real-time dictation |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Available on macOS and iOS |
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.
MacWhisper
Choose MacWhisper if you need mac users transcribing zoom or teams meetings privately on-device — strengths include all processing stays local, supporting privacy and confidentiality.
CogniCor
MacWhisper
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MacWhisper is strong for mac users transcribing zoom or teams meetings privately on-device. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MacWhisper 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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