CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Talat: A privacy-first desktop meeting notes app that records and transcribes calls entirely on your own machine, with no bot and no cloud upload. 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 Talat when keeping a searchable local archive of meeting notes in markdown or obsidian 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 privacy-first desktop meeting notes app that records and transcribes calls entirely on your own machine, with no bot and no cloud upload.
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
Talat is a lightweight desktop application that records and transcribes meetings entirely on the user's own computer, keeping audio and notes off cloud servers. It captures both the microphone and system audio, automatically detecting active conferencing apps such as Zoom, Microsoft Teams, Google Meet, and FaceTime, and transcribes both sides of the conversation in real time with low latency. Speakers are identified automatically and can be adjusted manually, and transcript segments can be edited, split, or deleted. When a meeting ends, an on-device large language model generates a summary highlighting key points, decisions, and action items. Because transcription and summarization run locally using hardware acceleration, the app functions offline and does not send meeting data to external providers, though users can optionally connect their own cloud LLM if they prefer. Talat supports exporting notes to Markdown for tools like Obsidian, along with webhooks and Model Context Protocol (MCP) support for integrating meeting data into other workflows, plus full local search across past recordings. Available for Apple Silicon Macs and Windows, it is sold as a one-time purchase rather than a subscription, making it suited to privacy-conscious individuals and small teams who want local control of their meeting records. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Talat is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Talat |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Fully local, on-device recording and transcription with no cloud upload |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Captures microphone and system audio from Zoom, Teams, Meet, and FaceTime |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Real-time speaker identification with editable transcript segments |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | On-device LLM summaries of key points, decisions, and action items |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Markdown export to tools like Obsidian, plus webhooks and MCP support |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Local search across all previously recorded meetings |
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.
Talat
Choose Talat if you need recording and transcribing meetings without sending audio to the cloud — strengths include audio and notes never leave the device, supporting strong privacy and offline use.
CogniCor
Talat
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Talat is strong for recording and transcribing meetings without sending audio to the cloud. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Talat 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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