CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Spellar AI: A bot-free AI meeting note taker for Mac, iOS, and web that records on-device and produces transcripts, summaries, and 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 Spellar AI when consultants generating templated summaries and action items per meeting 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.
A bot-free AI meeting note taker for Mac, iOS, and web that records on-device and produces transcripts, summaries, and 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
Spellar AI is a bot-free meeting note taker built by Spellar LTD for professionals who want their conversations captured without a bot joining the call. The app records directly on the user's Mac, iPhone, or iPad, so no participant appears in the meeting, and it produces transcripts in many languages with intelligent language detection. At the end of each meeting Spellar generates a structured summary that highlights key points and action items, and it offers customizable summary templates so the output can match different meeting types. A distinguishing feature is its model flexibility: users can switch between AI models such as different GPT, Gemini, Claude, and Perplexity options per meeting, per template, or per question, and a real-time copilot can assist during the conversation. Privacy is configurable: server-side transcription is opt-in rather than default, and users can run transcription on-device or bring their own AI key to keep calls private. Spellar syncs across macOS, iOS, and the web, and supports one-click export to tools like Notion, Jira, Linear, and Google Docs. It suits sales reps, consultants, and professionals who want discreet capture plus flexible, exportable meeting notes. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Spellar AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Spellar AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Bot-free recording on Mac, iPhone, and iPad |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Transcription in 100+ languages with automatic language detection |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Per-meeting model switching across multiple AI providers |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Customizable summary templates with action item extraction |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | On-device transcription or bring-your-own-key options; server-side AI is opt-in |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | One-click export to Notion, Jira, Linear, and Google Docs |
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.
Spellar AI
Choose Spellar AI if you need sales reps capturing client calls without a visible bot — strengths include no bot joins the call, keeping capture discreet across platforms.
CogniCor
Spellar AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Spellar AI is strong for sales reps capturing client calls without a visible bot. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Spellar AI 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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