CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. StenoAI: Open-source desktop app that records, transcribes, and summarizes meetings entirely on-device with no bots, subscriptions, or cloud processing. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and StenoAI when generating diarized live transcripts during zoom, teams, or meet calls on a mac 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.
Open-source desktop app that records, transcribes, and summarizes meetings entirely on-device with no bots, subscriptions, or cloud processing.
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
StenoAI (Steno) is an open-source desktop application that records meetings, transcribes them in real time, and generates AI-powered summaries while keeping all data local on the user's device. It positions itself as a privacy-first meeting notes tool with no cloud processing, no subscriptions, and no bots joining calls, and it is distributed under the MIT license with an actively maintained release history (v0.5.4 in June 2026). On Apple Silicon it can use the Parakeet TDT v3 model for live transcription, and it also supports Whisper models, capturing both system audio and microphone input via a native Core Audio Tap on recent macOS versions so it works across platforms like Zoom, Teams, Meet, Discord, and phone calls without OAuth integrations. During recording it shows live speaker labels distinguishing the user from others, and it supports 25 European languages for live transcription with up to 99 languages available via Whisper after recording. Summaries are produced with local LLMs through Ollama (for example Llama 3.2, Gemma, or Qwen), with optional remote Ollama server support to run larger models on a separate machine, and both transcripts and summaries can be exported as editable Markdown. A Windows build is in alpha alongside the primary macOS app. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); StenoAI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | StenoAI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | On-device transcription with Parakeet TDT v3 (Apple Silicon) or Whisper models |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | System audio and microphone capture via native Core Audio Tap (no bots) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Real-time on-screen speaker labels distinguishing you from others |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Local LLM summaries through Ollama, with remote Ollama server support |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | 25 European languages live, up to 99 languages via Whisper after recording |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Markdown export of transcripts and summaries |
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.
StenoAI
Choose StenoAI if you need capturing and summarizing confidential meetings without sending audio to the cloud — strengths include fully local, bot-free capture with no cloud processing or subscriptions for core use.
CogniCor
StenoAI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while StenoAI is strong for capturing and summarizing confidential meetings without sending audio to the cloud. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and StenoAI 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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