CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Meetingnotes: Free, open-source macOS AI notetaker that records mic and system audio locally, transcribes, and summarizes meetings using your own OpenAI API key. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Meetingnotes when individuals who prefer paying per-use api costs over subscriptions 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.
Free, open-source macOS AI notetaker that records mic and system audio locally, transcribes, and summarizes meetings using your own OpenAI API key.
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
Meetingnotes is a free, open-source AI meeting notetaker for macOS created and maintained by developer Owen Gretzinger. It is designed for professionals who want private meeting notes without recurring subscription costs. The app captures both microphone and system audio directly on the user's Mac, so it works across any meeting platform without adding a bot to the call. It then provides a live transcript and generates AI-enhanced summaries that combine the transcript with any manual notes the user takes during the meeting. Transcription and summarization run through the user's own OpenAI API key, meaning users pay only for the API usage they consume rather than a flat subscription, and meeting data stays stored locally on the device. The source code is published on GitHub under the LGPL-3.0 license, so it can be inspected, modified, and contributed to. The project lists integrations such as Slack and Notion, with additional features in development. Meetingnotes is best for engineers and individuals who want a lightweight, transparent, bring-your-own-key meeting notetaker that keeps their data on their own machine. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Meetingnotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Meetingnotes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Captures both microphone and system audio on macOS |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | No meeting bot required to join calls |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Live transcription plus AI-generated summaries |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Bring-your-own OpenAI API key cost model |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Local storage of meeting data |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Open-source codebase on GitHub (LGPL-3.0) |
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.
Meetingnotes
Choose Meetingnotes if you need engineers wanting a free, transparent meeting notetaker — strengths include free and open source with a transparent codebase.
CogniCor
Meetingnotes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Meetingnotes is strong for engineers wanting a free, transparent meeting notetaker. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Meetingnotes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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