CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Spokenly: Spokenly is a system-wide AI dictation app for Mac and iPhone that converts speech to text using offline Whisper and Parakeet models or bring-your-own-key cloud engines. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Spokenly when privacy-conscious offline speech-to-text for sensitive or confidential work 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.
Spokenly is a system-wide AI dictation app for Mac and iPhone that converts speech to text using offline Whisper and Parakeet models or bring-your-own-key cloud engines.
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
Spokenly is an AI dictation and speech-to-text app for Mac and iPhone (with Windows listed by the developer). You press a shortcut, speak, and your words are inserted at the cursor in any application — browsers, email, chat, notes, or IDEs. It can run entirely offline on Apple Silicon using local models such as OpenAI's Whisper and NVIDIA's Parakeet, or connect to cloud engines including OpenAI, Deepgram, Groq, Anthropic, and Google through a bring-your-own-key model. Transcription supports 100+ languages with automatic language detection and automatic punctuation, and every transcription is saved to a history. The app also offers AI text processing with custom prompts, a Local Only Mode that blocks network requests for privacy, and an MCP server so AI coding agents like Claude Code and Cursor can trigger voice input. It is built primarily for professionals and developers who want fast, private, accurate dictation rather than a passive meeting recorder. The app is developed by an independent developer, Vadim Akhmerov, and is in active development.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Spokenly is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Spokenly |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Offline local transcription on Apple Silicon using Whisper and NVIDIA Parakeet models |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Bring-your-own-key cloud engines (OpenAI, Deepgram, Groq, Anthropic, Google) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | System-wide dictation that inserts text at the cursor in any app |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Speech-to-text in 100+ languages with automatic detection and punctuation |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Local Only Mode that blocks network requests for full privacy |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | MCP server integration for AI coding agents like Claude Code and Cursor |
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.
Spokenly
Choose Spokenly if you need dictating emails, messages, and notes by speaking instead of typing — strengths include genuinely free unlimited on-device transcription on apple silicon, with voice staying local.
CogniCor
Spokenly
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Spokenly is strong for dictating emails, messages, and notes by speaking instead of typing. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Spokenly is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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