CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Speakwise: iPhone-first AI note taker that records in-person conversations and turns them into transcripts, summaries, and action items with Notion sync. 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 Speakwise when capturing field or site meetings for recruiters, agents, and managers matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
iPhone-first AI note taker that records in-person conversations and turns them into transcripts, summaries, and action items with Notion sync.
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
Speakwise is an iPhone-focused AI voice recorder and note taker designed for capturing in-person meetings and conversations. Users tap record to capture audio directly from the iPhone microphone, without joining a video call or adding a meeting bot, and the app produces voice-to-text transcripts in a wide range of languages along with AI-generated summaries, key decisions, and extracted action items. It supports offline recording so conversations can be captured in areas without connectivity, keeps a searchable archive of past transcripts, and syncs captured notes to Notion for downstream organization. Speakwise positions itself for professionals who hold frequent face-to-face conversations and need hands-free documentation, including consultants, recruiters, real estate agents, construction managers, and executives, as well as people who want a personal knowledge record of meetings on the go. Because it is built natively for iOS and captures from the device microphone rather than the meeting platform, it is oriented toward in-room and mobile use rather than automated bot capture of remote video calls; an Android version is not offered. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Speakwise is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Speakwise |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Direct iPhone microphone recording with no bot or video-call join required |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Voice-to-text transcription across many languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI-generated summaries, decisions, and action items |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Offline recording for low-connectivity environments |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Notion integration for syncing notes |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Searchable transcript archive |
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.
Speakwise
Choose Speakwise if you need recording in-person client or sales conversations hands-free — strengths include strong fit for in-person meetings and mobile capture.
CogniCor
Speakwise
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Speakwise is strong for recording in-person client or sales conversations hands-free. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Speakwise 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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