CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. MeetMinder: Free, open-source, local-first AI meeting assistant that captures dual audio, transcribes in real time with local Whisper, and surfaces AI guidance through an invisible overlay. 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 MeetMinder when getting contextual ai prompts during live calls without revealing an overlay on screen shares 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.
Free, open-source, local-first AI meeting assistant that captures dual audio, transcribes in real time with local Whisper, and surfaces AI guidance through an invisible overlay.
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
MeetMinder is a free, open-source, local-first AI meeting assistant that captures, transcribes, and maps meeting discussions in real time. It records system audio and microphone input separately and transcribes them live, with the option to run a local Whisper model fully offline for privacy. AI assistance is provided through hotkey-triggered insights and can be powered by local models through Ollama or by cloud providers such as OpenAI, Azure OpenAI, and Google Gemini, giving users a choice between fully private and cloud-augmented setups. A knowledge base lets users upload documents and parse a resume or user profile so the assistant can give contextual, relevant guidance, and a topic graph helps track agenda items and the flow of discussion. The interface is designed to stay out of the way: it appears as a small horizontal overlay bar that does not show up in screen shares, which suits live calls and interviews. MeetMinder is released under the MIT License on GitHub and is actively maintained, with builds for Windows, macOS, and Linux and two interface options, a PyQt5 desktop UI and a lighter recommended web-based version. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); MeetMinder is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | MeetMinder |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time dual-audio transcription capturing system and microphone audio separately |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Local Whisper transcription for fully offline operation |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI insights via local Ollama models or cloud providers (OpenAI, Azure OpenAI, Gemini) |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Knowledge base with document upload and resume/profile parsing for contextual assistance |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Topic graph for agenda tracking and discussion mapping |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Invisible overlay bar that does not appear in screen shares |
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.
MeetMinder
Choose MeetMinder if you need private, offline real-time transcription of meetings and interviews — strengths include free and open source under the mit license.
CogniCor
MeetMinder
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while MeetMinder is strong for private, offline real-time transcription of meetings and interviews. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and MeetMinder 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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