CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ownscribe: Local-first command-line tool that records, transcribes, and summarizes meetings on macOS entirely on-device, with natural-language search across notes. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and ownscribe when keeping fully on-device transcripts and summaries for privacy-sensitive discussions 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.
Local-first command-line tool that records, transcribes, and summarizes meetings on macOS entirely on-device, with natural-language search across 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
ownscribe is a local-first meeting transcription and summarization command-line tool that records, transcribes, and summarizes meetings entirely on the user's own machine without sending data to external servers. It is MIT-licensed and actively maintained, with v0.12.0 released in June 2026, and is written primarily in Python with a Swift component for system audio capture. On macOS 14.2 and later it captures system audio through Core Audio, and it transcribes with WhisperX to produce word-level timestamps, with optional speaker diarization via PyAnnote. For summaries it ships with a built-in local model (Phi-4-mini) and can also connect to Ollama or OpenAI-compatible backends, offering multiple templates tailored to meetings, lectures, and brief summaries. A standout feature is its natural-language search: the ask command lets users query across their stored meeting notes to retrieve relevant information. Quality-of-life features include silence-based auto-stop so recordings end cleanly when a meeting goes quiet. Because it is a CLI distributed through GitHub and runs entirely on local hardware, ownscribe targets developers and privacy-focused users who prefer scriptable, terminal-driven workflows over a graphical meeting notetaker while keeping all audio and transcripts on-device. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); ownscribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | ownscribe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Local-first recording, transcription, and summarization via CLI |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | System audio capture on macOS 14.2+ through Core Audio |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | WhisperX transcription with word-level timestamps |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Optional speaker diarization via PyAnnote |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Local summarization with a built-in Phi-4-mini model, plus Ollama and OpenAI-compatible backends |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Natural-language search across meeting notes with the ask command |
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.
ownscribe
Choose ownscribe if you need developers capturing and summarizing meetings from the terminal on a mac — strengths include runs entirely on-device with no data sent to external servers.
CogniCor
ownscribe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while ownscribe is strong for developers capturing and summarizing meetings from the terminal on a mac. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and ownscribe 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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