CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. noScribe: Free, open-source desktop transcriber that runs Whisper and pyannote fully locally with speaker identification and a synchronized editor. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and noScribe when journalists generating diarized transcripts of recorded conversations 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 desktop transcriber that runs Whisper and pyannote fully locally with speaker identification and a synchronized editor.
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
noScribe is a free, open-source desktop transcription tool that runs entirely on the user's own computer to protect the confidentiality of recordings. Licensed under GPL-3.0 and actively maintained, with a v0.7.2 maintenance release in June 2026, it is built around OpenAI's Whisper (via the faster-whisper library) for speech recognition and pyannote for speaker diarization, so it can distinguish between different speakers and label who said what. It understands around 60 languages and supports automatic or manually specified speaker counts. noScribe is primarily designed for producing high-quality transcripts of interviews for qualitative social research and journalistic work, and it ships with a dedicated companion editor, noScribeEdit, that synchronizes audio playback with the transcript text and provides search and replace, formatting, zoom, and playback-speed controls. It supports Windows (with optional CUDA acceleration on Nvidia GPUs), macOS on Apple Silicon, and Linux in both CPU and CUDA versions. Additional capabilities include batch transcription, pause detection and marking, an experimental overlapping-speech detection mode, and export to multiple formats such as HTML, VTT, and TXT, plus an available command-line interface for scripted use. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); noScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | noScribe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Fully local transcription using Whisper via faster-whisper |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker diarization with pyannote (automatic or manual speaker counts) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Support for around 60 languages |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Synchronized companion editor (noScribeEdit) with playback follow-along |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Batch transcription, pause detection, and experimental overlapping-speech detection |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Exports to HTML, VTT, and TXT plus a command-line interface |
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.
noScribe
Choose noScribe if you need researchers transcribing qualitative interviews while keeping data on their own machine — strengths include runs 100% locally to keep sensitive recordings confidential.
CogniCor
noScribe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while noScribe is strong for researchers transcribing qualitative interviews while keeping data on their own machine. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and noScribe 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.
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