CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Meeting Transcriber: Open-source, local-first macOS app that auto-records Teams, Zoom, and Webex calls and transcribes, diarizes, and summarizes them entirely on-device. 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 Meeting Transcriber when recording and summarizing teams, zoom, or webex calls without inviting a cloud meeting bot 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.
Open-source, local-first macOS app that auto-records Teams, Zoom, and Webex calls and transcribes, diarizes, and summarizes them entirely on-device.
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
Meeting Transcriber is an open-source, local-first meeting transcriber for macOS, distributed under the MIT license and developed in the open on GitHub (pasrom/meeting-transcriber) with its own product site at meetingtranscriber.app. It runs as a menu bar application that automatically detects and records calls on Teams, Zoom, and Webex, capturing the meeting app's audio and your microphone as separate tracks so that transcription and speaker separation stay clean. Transcription happens fully on-device using one of three selectable speech-recognition engines: WhisperKit (covering 99+ languages), Parakeet TDT v3 (25 European languages with a small, fast model), or Qwen3-ASR (30 languages, requiring macOS 15+). It performs dual-track diarization and can recognize recurring speakers by storing voice embeddings across meetings and matching them with cosine similarity. After a meeting, it can generate a structured Markdown protocol containing a summary, participants, topics discussed, decisions, tasks, open questions, and the full transcript, using either the Claude Code CLI, any OpenAI-compatible endpoint such as Ollama or LM Studio, or a transcript-only mode with no LLM. Because everything runs locally, audio, transcripts, and summaries stay on the user's Mac. It installs via Homebrew Cask and requires macOS 14.2 or later. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Meeting Transcriber is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Meeting Transcriber |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic recording of Teams, Zoom, and Webex meetings via a macOS menu bar app |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | On-device transcription with selectable engines: WhisperKit, Parakeet TDT v3, or Qwen3-ASR |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Dual-track diarization with separate app and microphone tracks for clean speaker separation |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Recurring-speaker recognition using stored voice embeddings matched by cosine similarity |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Structured Markdown protocols (summary, participants, topics, decisions, tasks, open questions, transcript) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Pluggable summarization backends: Claude Code CLI, OpenAI-compatible APIs (Ollama, LM Studio), or transcript-only |
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.
Meeting Transcriber
Choose Meeting Transcriber if you need privacy-conscious professionals who want meeting transcripts and notes kept on their own mac — strengths include fully open source under the mit license with development in the open on github.
CogniCor
Meeting Transcriber
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Meeting Transcriber is strong for privacy-conscious professionals who want meeting transcripts and notes kept on their own mac. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Meeting Transcriber is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving CogniCor and Meeting Transcriber.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cresta: Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Daglo: Korean all-in-one AI notetaker by Action Power that records, transcribes, and summarizes meetings and lectures, with strong Korean recognition and post-recording tools. Below, they line up on price, capture method, and how each fits a real meeting stack.