CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Pluely: A lightweight open-source desktop AI meeting assistant that captures system audio for live transcription and on-call answers without joining as a visible bot. 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 Pluely when running a privacy-conscious, locally processed meeting helper via ollama matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
A lightweight open-source desktop AI meeting assistant that captures system audio for live transcription and on-call answers without joining as a visible bot.
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
Pluely is an open-source AI meeting assistant created by independent developer Srikanthnani and released in 2025 as a privacy-first, bot-free alternative to commercial in-meeting copilots. Built with Tauri, the app is roughly 10MB and launches quickly, running as an always-on-top overlay on macOS (Apple Silicon and Intel), Windows, and Linux. Rather than sending a participant into your call, Pluely captures system audio and microphone input directly on your device, converts speech to text, and can surface AI responses and notes during a meeting, interview, or presentation. It is bring-your-own-key, so users connect their own provider credentials; it supports a wide range of large language models, including OpenAI, Anthropic Claude, Google Gemini, Grok, Mistral, Cohere, Ollama, and custom endpoints, alongside multiple speech-to-text engines such as Whisper, Deepgram, ElevenLabs, Groq, and Azure. Because it is GPL-licensed and fully inspectable, teams can audit or modify the code, and local model options via Ollama allow processing to stay on the machine. As an indie project it depends on external API keys for most capabilities and is still maturing. Confirm features and any usage policies on the official site. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Pluely is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Pluely |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Bot-free capture of system audio and microphone for live transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Always-on-top overlay app for macOS, Windows, and Linux |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Bring-your-own-key support for many LLMs (OpenAI, Claude, Gemini, Grok, Mistral, Cohere, Ollama, custom) |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Multiple speech-to-text providers (Whisper, Deepgram, ElevenLabs, Groq, Azure, and others) |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Lightweight (~10MB) and fast to launch |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Open source under GPL with optional local processing via Ollama |
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.
Pluely
Choose Pluely if you need getting live transcription and ai assistance during meetings without a visible bot in the call — strengths include free and open source with fully inspectable code.
CogniCor
Pluely
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Pluely is strong for getting live transcription and ai assistance during meetings without a visible bot in the call. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Pluely 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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