CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Prismical: Open-source AI note taker that transcribes meetings, lectures, and voice notes locally without bots, then organizes them into structured, actionable 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 Prismical when capturing voice notes and turning them into structured, searchable notes 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 AI note taker that transcribes meetings, lectures, and voice notes locally without bots, then organizes them into structured, actionable 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
Prismical is an open-source AI note taker, from the Amical project, that transcribes meetings, lectures, and voice notes using local AI and without an invasive bot joining the call. It captures system audio in the background and processes it locally with Whisper and Parakeet models, while optionally connecting to cloud providers such as OpenAI, Claude, or Gemini using the user's own API keys. The project is MIT-licensed and actively maintained, with a Prismical Desktop v0.1.0 release in May 2026 and beta mobile apps for iOS and Android. Built with Electron, Next.js, TailwindCSS, and Ollama integration, it provides real-time meeting transcription via system audio capture and a floating widget that shows live transcripts as a conversation happens. Beyond capture, Prismical generates AI-powered summaries and extracts action items, and it keeps notes organized, structured, and searchable with full-text search across captured content. It also exposes an MCP server integration for connecting the tool into broader AI workflows. The combination of bot-free local capture, structured summaries, and free-forever positioning makes it a privacy-oriented alternative to cloud meeting notetakers for individuals who want their recordings to stay on their own devices. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Prismical is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Prismical |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Bot-free real-time meeting transcription via system audio capture |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Local-first processing using Whisper and Parakeet models |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI-powered summaries and action-item extraction |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Floating widget for live transcripts during a conversation |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Full-text search across captured notes |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Optional cloud providers (OpenAI, Claude, Gemini) with user API keys |
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.
Prismical
Choose Prismical if you need individuals transcribing and summarizing meetings or lectures without inviting a bot — strengths include captures meetings and voice notes locally without a bot joining calls.
CogniCor
Prismical
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Prismical is strong for individuals transcribing and summarizing meetings or lectures without inviting a bot. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Prismical is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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