CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Screenpipe: Screenpipe is an open, local-first desktop app that records your screen and audio, transcribes calls on-device with Whisper, and auto-generates meeting summaries with action items. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Screenpipe when building a searchable, private record of meetings and screen activity to recall past discussions and decisions 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.
Screenpipe is an open, local-first desktop app that records your screen and audio, transcribes calls on-device with Whisper, and auto-generates meeting summaries with action items.
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
Screenpipe is a local-first, source-available desktop application that continuously captures your screen and audio to build a private, searchable AI memory of your computer activity. For meetings, it records microphone and system audio in the background and transcribes in real time using OpenAI's Whisper model running locally, so calls from any app that plays through your speakers, including Zoom, Google Meet, Microsoft Teams, and Slack huddles, are captured without a bot joining the call. It supports speaker diarization and many languages. When a meeting ends, a meeting-summary pipe can generate structured notes, including a short bullet summary, action items per person, and decisions plus next steps, and write them to destinations such as Obsidian, Notion, or Apple Notes. Because capture, text extraction, transcription, and search can run entirely offline, data stays in a local database on your device, with options to redact PII and exclude specific apps or windows. Screenpipe also runs as an MCP server, letting AI assistants query your history. It is aimed at engineers, researchers, and privacy-conscious professionals. It runs on macOS, Windows, and Linux.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Screenpipe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Screenpipe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | On-device screen and audio recording that captures system audio from any app, including Zoom, Google Meet, Teams, and Slack huddles |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Local real-time transcription using OpenAI's Whisper model, with speaker diarization and multi-language support |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic meeting summaries with bullet recap, action items per person, and decisions plus next steps |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Writes structured notes to destinations like Obsidian, Notion, and Apple Notes via configurable pipes |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Fully offline operation with local storage, on-device PII redaction, and app/window/URL exclusions |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Runs as an MCP server so AI assistants and clients can query your screen and audio history |
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.
Screenpipe
Choose Screenpipe if you need automatically capturing and summarizing video calls across zoom, meet, and teams without a meeting bot — strengths include privacy-first: capture, transcription, and search can run entirely on-device with no cloud dependency.
CogniCor
Screenpipe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Screenpipe is strong for automatically capturing and summarizing video calls across zoom, meet, and teams without a meeting bot. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Screenpipe 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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