CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. OpenTranscribe: Self-hosted, containerized web app for transcribing and analyzing audio/video with WhisperX, speaker diarization, search, and collaboration. 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 OpenTranscribe when collaborative review of transcripts with time-stamped annotations 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.
Self-hosted, containerized web app for transcribing and analyzing audio/video with WhisperX, speaker diarization, search, and collaboration.
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
OpenTranscribe is a self-hosted, containerized web application for transcribing and analyzing audio and video files using current AI models. It is built with a FastAPI backend, a Svelte/TypeScript progressive web app frontend, and a Docker-based stack that includes PostgreSQL, Redis/Celery task queues, MinIO object storage, and OpenSearch for full-text indexing. Transcription is handled by WhisperX with the large-v3-turbo model and Faster-Whisper, supporting more than 100 languages, while automatic speaker diarization uses PyAnnote v4 with overlap detection. The project is licensed under AGPL-3.0 and is actively maintained, with v0.4.1 released in April 2026. Beyond transcription, OpenTranscribe provides AI-powered summarization (including BLUF-format and custom JSON schemas), topic extraction, and content analysis through multiple LLM providers such as OpenAI, Claude, vLLM, Ollama, and OpenRouter. Collaboration features include time-stamped comments and annotations, and the platform can automatically import media from local folders, S3, and SMB shares. It also supports a set of cloud ASR providers as alternatives to local transcription, giving teams flexibility between fully local processing and managed services while keeping the application running on their own infrastructure. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); OpenTranscribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | OpenTranscribe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | WhisperX transcription with large-v3-turbo and 100+ language support |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic speaker diarization via PyAnnote v4 with overlap detection |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Full-text search and filtering powered by OpenSearch |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI summarization, topic extraction, and content analysis via multiple LLM providers |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Time-stamped comments for collaboration and annotation |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Auto-import from local folders, S3, and SMB shares |
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.
OpenTranscribe
Choose OpenTranscribe if you need teams self-hosting a searchable archive of transcribed meeting and media recordings — strengths include fully self-hosted web app with a complete transcription-and-analysis stack.
CogniCor
OpenTranscribe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while OpenTranscribe is strong for teams self-hosting a searchable archive of transcribed meeting and media recordings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and OpenTranscribe 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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