CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Natively: A free, open-source desktop AI meeting assistant offering real-time transcription, structured notes, and on-call answers with local processing and bring-your-own-key support. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Natively when running a fully local, offline meeting assistant via ollama for sensitive discussions matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
A free, open-source desktop AI meeting assistant offering real-time transcription, structured notes, and on-call answers with local processing and bring-your-own-key support.
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
Natively is an open-source AI meeting assistant maintained by the Natively-AI-assistant project and actively developed through 2025 and 2026. It runs as a desktop application on macOS (Apple Silicon and Intel) and Windows, capturing meeting audio directly on the device rather than joining calls as a visible participant. Built with a Rust-based audio pipeline, it provides low-latency real-time transcription and generates structured, searchable meeting notes that include action items, decisions, and key moments, alongside an on-demand AI assist triggered by a keyboard shortcut. It offers several meeting modes for different contexts and works alongside major platforms such as Zoom, Google Meet, and Microsoft Teams. Natively is bring-your-own-key and supports providers including Google Gemini, OpenAI, Anthropic Claude, and Groq, plus a fully local option through Ollama so transcription and analysis can stay offline on the user's machine; meeting data is stored locally by default. As an indie, community-driven tool it positions itself as a free alternative to paid commercial assistants, though it relies on user-supplied API keys for cloud models and is still evolving. Verify current features and any policies on the official site. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Natively is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Natively |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time transcription with a low-latency Rust-based audio pipeline |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Structured, searchable meeting notes with action items and decisions |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | On-demand AI assist via keyboard shortcut during calls |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Bring-your-own-key support for Gemini, OpenAI, Claude, and Groq |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Fully local/offline option through Ollama with local data storage by default |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Works alongside Zoom, Google Meet, and Microsoft Teams without a visible bot |
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.
Natively
Choose Natively if you need capturing real-time transcripts and structured notes from calls without a visible bot — strengths include free and open source with active development.
CogniCor
Natively
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Natively is strong for capturing real-time transcripts and structured notes from calls without a visible bot. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Natively is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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