CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Thoth: Privacy-first macOS app that records, transcribes, and summarizes meetings entirely on-device with no cloud or data leaving the Mac. 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 Thoth when users who want offline, private meeting notes on a mac matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Privacy-first macOS app that records, transcribes, and summarizes meetings entirely on-device with no cloud or data leaving the Mac.
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
Thoth is a native macOS application, created by Matthieu Veinhard, that records, transcribes, and summarizes meetings entirely on the user's device. It captures both microphone and system audio so it can record both sides of online meetings on platforms such as Zoom, Teams, and Google Meet, and it provides live transcription with on-device speech-to-text. An on-device engine detects and color-codes individual speakers in the transcript, and the app supports a large number of languages via Whisper-based transcription. After a meeting, Thoth extracts notes, action items, and key decisions, and lets users choose between several on-device models or supply their own cloud API key, with an on-device anonymization step that can redact sensitive information before any optional cloud processing. Output can be exported to formats including PDF, Word, Markdown, and timestamped JSON. Because the app has no server and no user database, the company emphasizes that there is nothing to breach or hand over. Thoth requires Apple Silicon and is aimed at privacy-conscious professionals, those handling confidential information, and neurodivergent users who benefit from automatic capture, and it is available on the Mac App Store with an iOS beta in progress. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Thoth is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Thoth |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | 100% local, on-device recording, transcription, and summarization |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Dual-channel capture of microphone and system audio |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | On-device speaker detection with color-coded transcripts |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Whisper-based transcription supporting many languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | On-device anonymization to redact sensitive content |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export to PDF, Word, Markdown, and timestamped JSON |
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.
Thoth
Choose Thoth if you need professionals handling confidential or regulated information — strengths include fully local processing with no cloud requirement and no user database.
CogniCor
Thoth
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Thoth is strong for professionals handling confidential or regulated information. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Thoth is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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