CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Note67: A private, local-first desktop app that records meetings, transcribes them on-device with Whisper, and generates AI summaries via local models. 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 Note67 when capturing meeting notes where data cannot leave the device for compliance reasons matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
A private, local-first desktop app that records meetings, transcribes them on-device with Whisper, and generates AI summaries via local models.
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
Note67 is a privacy-focused, local-first meeting notes assistant for desktop. It captures meeting audio, transcribes it on-device using Whisper, and produces AI-generated summaries through locally run language models via Ollama, so audio and transcripts can remain on the user's machine rather than being sent to the cloud. The app captures both microphone and system audio, and it works to separate the user's own voice from other meeting participants. It is built as a native desktop application using a Rust and Tauri foundation with a React and TypeScript front end, and an associated open-source repository is published on GitHub. Note67 is positioned for people who handle confidential conversations and have compliance or privacy constraints, such as consultants, legal professionals, and healthcare workers, as well as anyone who prefers not to rely on cloud transcription services. It supports recent versions of macOS and Windows. Because processing happens locally, the product emphasizes operating without mandatory accounts or subscriptions and keeping meeting data on the device. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Note67 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Note67 |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Local on-device transcription using Whisper |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI summaries generated by local language models via Ollama |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Captures both microphone and system audio |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Separates the user's voice from other meeting participants |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Native desktop app for macOS and Windows |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Privacy-first design that keeps audio on the device |
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.
Note67
Choose Note67 if you need recording and summarizing confidential client or internal meetings — strengths include local processing keeps meeting audio and transcripts on the user's machine.
CogniCor
Note67
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Note67 is strong for recording and summarizing confidential client or internal meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Note67 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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