CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. OpenWhispr: Open-source, privacy-first voice-to-text desktop app for Mac, Windows, and Linux that also transcribes meetings into AI-organized notes. 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 OpenWhispr when turning rough in-meeting notes into structured summaries and action items 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.
Open-source, privacy-first voice-to-text desktop app for Mac, Windows, and Linux that also transcribes meetings into AI-organized notes.
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
OpenWhispr is an open-source desktop application for macOS, Windows, and Linux that converts speech to text and includes a meeting notes capability built on the same engine. Its core function is global-hotkey dictation that inserts transcribed text at the cursor in any application, but it also ships an AI Notepad for meetings, an AI Chat that can reference past meetings, and an audio upload feature for transcribing recorded files. For meetings it captures the computer's audio directly rather than sending a bot into the call, transcribes the conversation in the background, and combines rough notes with the transcript to produce structured minutes that highlight decisions, action items, and next steps. Transcription can run locally using bundled Whisper and NVIDIA Parakeet models or connect to cloud models with a bring-your-own-key setup, and the project emphasizes that audio can be processed and discarded for privacy. The codebase is publicly available on GitHub and the app is actively maintained through 2026. It is aimed at developers, writers, and individuals or small teams who want a private, auditable, cross-platform transcription and meeting-notes tool. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); OpenWhispr is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | OpenWhispr |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Open-source and auditable, with code published on GitHub |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Cross-platform desktop app for macOS, Windows, and Linux |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Local transcription via bundled Whisper and NVIDIA Parakeet models |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Bring-your-own-key cloud model option for flexibility |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI Notepad that turns rough meeting notes plus transcript into structured minutes |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Full-text search and AI Chat across captured meetings |
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.
OpenWhispr
Choose OpenWhispr if you need privately transcribing computer-audio meetings without a bot joining the call — strengths include fully open source, so users can inspect and self-host the code.
CogniCor
OpenWhispr
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while OpenWhispr is strong for privately transcribing computer-audio meetings without a bot joining the call. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and OpenWhispr 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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