CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Minutes: Open-source, local-first conversation memory layer that records and transcribes meetings, diarizes speakers, and stores searchable notes as markdown for AI agents. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Minutes when recording and transcribing calls locally for users who refuse cloud meeting tools 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.
Open-source, local-first conversation memory layer that records and transcribes meetings, diarizes speakers, and stores searchable notes as markdown for AI agents.
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
Minutes, built by Mat Silverstein, is an open-source, privacy-first conversation memory layer that captures meetings, calls, voice memos, and dictation and turns them into searchable, AI-accessible notes. It transcribes audio locally using whisper.cpp or Parakeet so audio never has to leave the machine, performs speaker diarization to separate voices, and extracts decisions and action items, writing everything to the user's own disk as plain markdown files with structured YAML frontmatter. Because the output lives in a local folder (for example ~/meetings/), the notes can sync across devices through iCloud, Dropbox, or Google Drive and can be read directly by AI tools. A central design goal is integration with AI assistants: Minutes runs an MCP server exposing a large set of tools so coding and chat agents such as Claude, Codex, Gemini CLI, and others can query past conversations, track relationships across meetings, and surface what was promised to whom. It ships as a macOS desktop app with a menu-bar recorder and AI assistant, plus a cross-platform command-line interface, and includes a dictation hotkey mode. The project is MIT licensed, installable via Homebrew, and actively maintained with frequent releases, making it a fully self-hostable option for people who want durable, private, searchable meeting memory rather than a cloud subscription. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Minutes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Minutes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Local transcription with whisper.cpp or Parakeet, no cloud audio upload |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker diarization to attribute who said what |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Plain-markdown output with YAML frontmatter stored on your own disk |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | MCP server exposing tools so AI agents can query meeting history |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Cross-meeting search, relationship tracking, and action-item extraction |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | macOS desktop app plus cross-platform CLI and dictation hotkey mode |
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.
Minutes
Choose Minutes if you need building a private, searchable memory of meetings and voice notes that ai agents can query — strengths include fully local-first and mit licensed, keeping conversation data private and portable.
CogniCor
Minutes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Minutes is strong for building a private, searchable memory of meetings and voice notes that ai agents can query. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Minutes 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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