CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Slipbox: Privacy-first, bot-free AI meeting companion that captures system audio locally on Mac and Windows and turns it into transcripts, notes, and summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Slipbox when privacy-conscious professionals who cannot use cloud meeting bots 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.
Privacy-first, bot-free AI meeting companion that captures system audio locally on Mac and Windows and turns it into transcripts, notes, and summaries.
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
Slipbox is a privacy-first AI meeting companion built for individual professionals and teams who want to capture meetings without sending a bot into the call. Instead of joining a conference as a visible participant, Slipbox runs on your own machine and captures the device's system audio alongside your microphone, then transcribes the conversation on-device in real time. As the meeting progresses it can surface real-time insights and cues, and once the conversation ends it generates AI summaries using customizable templates, tagged notes, and searchable meeting records. Because the core transcription happens locally, audio does not need to leave the device, and the product uses a hybrid model in which optional cloud features can be turned on when needed; users can also bring their own LLM API key or point Slipbox at local models such as Ollama to keep data within their firewall. It works across common communication apps including Zoom, Microsoft Teams, Google Meet, Slack, FaceTime, WhatsApp, Signal, Telegram, Discord, and Webex, and integrates with note tools like Obsidian. Slipbox is available for macOS, Windows, and iPhone, and is suited to consultants, researchers, and privacy-conscious knowledge workers who want a personal meeting record without a meeting bot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Slipbox is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Slipbox |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Bot-free capture of system audio plus microphone directly on the device |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | On-device, real-time transcription with optional hybrid cloud features |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries from customizable templates, tagged notes, and searchable records |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic meeting detection across Zoom, Teams, Meet, Slack, FaceTime and more |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Bring-your-own LLM API key or local model support (e.g. Ollama) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Speaker identification, semantic search, and Obsidian integration |
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.
Slipbox
Choose Slipbox if you need consultants and researchers keeping private records of client and interview calls — strengths include no bot joins the call, so capture is discreet across many platforms.
CogniCor
Slipbox
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Slipbox is strong for consultants and researchers keeping private records of client and interview calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Slipbox 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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