CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. OpenOats: Open-source macOS meeting note-taker that transcribes calls locally and surfaces relevant talking points from your own notes in real time. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and OpenOats when privately transcribing meetings on a mac without sending audio to the cloud 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 macOS meeting note-taker that transcribes calls locally and surfaces relevant talking points from your own notes in real time.
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
OpenOats is an open-source macOS meeting note-taker, created by Yazin Akkawi (the project was previously named OpenGranola before being renamed), that sits alongside your calls and both transcribes the conversation and helps you contribute to it. It captures both sides of a meeting and transcribes audio locally on Apple Silicon so audio never leaves the device, while in real time it searches your own markdown or plain-text knowledge base to surface relevant talking points and things worth saying during the discussion. The application window is hidden from screen sharing by default, which lets it stay private during video calls, and transcripts and session logs are auto-saved locally. OpenOats supports both fully local operation through Ollama and cloud providers such as OpenRouter and Voyage AI, so users can choose between complete offline privacy and hosted models. It is written primarily in Swift, distributed under the MIT license, and actively maintained with very frequent releases. The project documents itself at openoats.com and targets users who want a privacy-respecting, self-hostable alternative to cloud meeting copilots, combining live transcription with a retrieval layer over personal notes rather than only producing an after-the-fact summary. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); OpenOats is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | OpenOats |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time local transcription of both sides of a conversation on Apple Silicon |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Live retrieval of relevant talking points from your own notes during meetings |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Window hidden from screen sharing by default for privacy on calls |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Auto-saved transcripts and session logs to local files |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Works fully local via Ollama or with cloud models (OpenRouter, Voyage AI) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | MIT-licensed, self-hostable Swift application |
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.
OpenOats
Choose OpenOats if you need getting live, context-aware prompts from your own notes during sales or customer calls — strengths include local on-device transcription keeps meeting audio private.
CogniCor
OpenOats
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while OpenOats is strong for getting live, context-aware prompts from your own notes during sales or customer calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and OpenOats 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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