CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Shadow: A bot-free, Mac-based AI meeting assistant that transcribes and summarizes calls locally without joining as a participant. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Shadow when privacy-conscious teams that prefer on-device transcription 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.
A bot-free, Mac-based AI meeting assistant that transcribes and summarizes calls locally without joining as a participant.
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
Shadow is a bot-free AI meeting assistant for macOS that captures meetings by listening to your computer's audio in the background rather than joining the call as a visible participant. Because transcription runs locally on the Mac, the audio does not need to leave the device for that core processing step, which the company positions as a privacy advantage. Shadow can automatically detect when a meeting starts, transcribe the conversation with speaker identification, and turn the discussion into structured notes, summaries, and follow-up items. It also captures on-screen content alongside the spoken audio, so material shared during a call (slides, dashboards, or shared windows) can be reflected in the output. The tool works across common conferencing platforms including Zoom, Microsoft Teams, Google Meet, Webex, Slack, and Discord. Users can configure customizable prompts (described as Skills) to generate notes, summaries, or drafted emails, and connect outputs to other tools via webhooks. It is aimed at professionals and teams who want meeting capture without adding another bot to the call. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Shadow is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Shadow |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Bot-free capture that records system audio without joining the meeting as a participant |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | On-device (local) transcription on macOS |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker identification during transcription |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Captures on-screen content in addition to spoken audio |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Customizable prompts/Skills to generate notes, summaries, and emails |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Webhook integration to connect outputs to other tools |
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.
Shadow
Choose Shadow if you need capturing notes and summaries across multiple conferencing platforms without a bot joining — strengths include does not add a visible bot to meetings.
CogniCor
Shadow
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Shadow is strong for capturing notes and summaries across multiple conferencing platforms without a bot joining. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Shadow is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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