CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Superwhisper: Voice-to-text app for Mac, Windows, and iOS that records and transcribes meetings on-device without a bot, with speaker labels and offline 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 Superwhisper when offline dictation and voice typing across desktop and mobile 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.
Voice-to-text app for Mac, Windows, and iOS that records and transcribes meetings on-device without a bot, with speaker labels and offline 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
Superwhisper is a voice-to-text application for macOS, Windows, and iOS that, in addition to system-wide dictation, can record and transcribe meetings directly from the device without joining the call as a visible bot. Its meeting transcription feature captures audio from meeting apps such as Zoom, Microsoft Teams, and Google Meet and produces transcripts with automatic speaker identification across longer recordings. Because the speech recognition models can run on-device, Superwhisper supports offline processing and states that meeting audio does not get uploaded, which the product frames as suitable for confidential calls or organizations with strict data policies. It supports a large range of languages with automatic detection and can transcribe common audio and video file formats including MP3, MP4, M4A, WAV, and WEBM. A Super Mode lets users dictate quick recaps or summaries that can be pasted into productivity tools, and a browser-based voice recorder is available for fast transcription. The app is positioned as both a general dictation tool and a bot-free meeting transcription option, and the website indicates the product is actively maintained. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Superwhisper is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Superwhisper |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Bot-free meeting recording and transcription captured from the device |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | On-device, offline speech recognition that keeps audio local |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic speaker labels across longer recordings |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | File transcription for MP3, MP4, M4A, WAV, and WEBM formats |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Super Mode for dictating recaps and summaries |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | System-wide voice typing across applications |
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.
Superwhisper
Choose Superwhisper if you need transcribing confidential zoom, teams, or meet calls without a bot — strengths include records meetings without adding a visible bot to the call.
CogniCor
Superwhisper
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Superwhisper is strong for transcribing confidential zoom, teams, or meet calls without a bot. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Superwhisper 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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