CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. TongueType: TongueType is a privacy-focused macOS voice dictation app that turns speech into text on-device using a local Whisper AI model. 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 TongueType when transcribing recorded audio or video files locally, such as meeting or interview recordings 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.
TongueType is a privacy-focused macOS voice dictation app that turns speech into text on-device using a local Whisper AI model.
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
TongueType is a voice dictation application for macOS that converts speech to text entirely on-device using a locally-run Whisper AI model, so audio never leaves the Mac. It lives in the menu bar with no dock icon, and works as a press-to-talk input method: the user holds a configurable hotkey (or uses a double-tap latch), speaks, and the transcribed text is inserted at the cursor in any application that accepts text input. Beyond live dictation, it can transcribe audio and video files (such as WAV, MP3, MP4, and MOV). It supports multiple languages including English, Spanish, French, German, Japanese, Chinese, and Korean, with automatic language detection, plus customizable post-processing rules, overlay appearance, and microphone options. Preferences can sync across Macs via iCloud. It requires macOS 14+ on Apple Silicon (M1 or later). The app is aimed at people who want faster text entry than typing, professionals needing quick transcription, and users with typing difficulties (arthritis, RSI, tremor, and similar accessibility needs).
Best suited for
CogniCor is a free tier with paid upgrades (freemium); TongueType is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | TongueType |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | On-device speech-to-text using a local Whisper AI model (no cloud) |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Press-to-talk hotkey dictation with double-tap latch, inserting text at the cursor in any app |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Audio and video file transcription (WAV, MP3, MP4, MOV) |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Multi-language support with automatic language detection (English, Spanish, French, German, Japanese, Chinese, Korean, and more) |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Customizable post-processing rules, overlay appearance, and microphone options |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | iCloud sync of preferences across multiple Macs |
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.
TongueType
Choose TongueType if you need dictating text into any macos application instead of typing — strengths include fully on-device processing with no servers or accounts, strong for privacy.
CogniCor
TongueType
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while TongueType is strong for dictating text into any macos application instead of typing. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and TongueType 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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