CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Speakr: Self-hosted web app for transcribing meeting recordings with diarization, summaries, action items, per-recording chat, and library-wide semantic search. 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 Speakr when extracting action items and decisions from recorded calls 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.
Self-hosted web app for transcribing meeting recordings with diarization, summaries, action items, per-recording chat, and library-wide semantic search.
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
Speakr is a self-hosted web application designed for transcribing audio recordings such as meetings, generating concise summaries and titles, and interacting with the content through a chat interface. It runs entirely on the user's own server, giving full control over data, and is dual-licensed under AGPL-3.0 and a commercial license. The project is actively maintained, with a v0.9.0-alpha release dated June 2026 and over 970 commits. Speakr produces transcripts with automatic language detection and optional AI-powered speaker diarization so users can see who said what. Its summarization can be customized with prompts, and meeting summaries include an action-items view that filters out general discussion to surface decisions, tasks, deadlines, and calendar-worthy events. For deeper interaction, a per-recording chat lets users ask questions about a single recording, while an experimental Inquire Mode provides semantic search and natural-language chat across an entire library of recordings. Speakr can capture system or browser-tab audio, supports configurable AI models and endpoints compatible with OpenAI, OpenRouter, and local models, and includes multi-user support with SSO, group workspaces, an admin dashboard, and export and sharing tools aimed at privacy-conscious teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Speakr is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Speakr |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Self-hosted transcription with automatic language detection |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Optional AI-powered speaker diarization |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Customizable summaries plus an action-items view for decisions and tasks |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Per-recording chat and an Inquire Mode for semantic search across the whole library |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | System and browser-tab audio capture |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Multi-user support with SSO, group workspaces, and admin dashboard |
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.
Speakr
Choose Speakr if you need privacy-conscious teams self-hosting transcription and summaries for internal meetings — strengths include runs entirely on the user's own infrastructure for full data control.
CogniCor
Speakr
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Speakr is strong for privacy-conscious teams self-hosting transcription and summaries for internal meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Speakr 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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