CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Typeless: Typeless is an AI voice dictation app that turns natural speech into polished, ready-to-use text across the apps you already use. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Typeless when dictating across productivity and communication apps on desktop and mobile matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Typeless is an AI voice dictation app that turns natural speech into polished, ready-to-use text across the apps you already use.
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
Typeless is an AI voice dictation tool that converts spoken words into clean, formatted text in real time. Rather than producing a raw transcript, it cleans up speech as you talk: removing filler words like "um" and "uh," recognizing when you correct yourself mid-sentence and keeping only the final intended wording, and auto-formatting spoken lists and key points into structured text. It adapts tone to context, supports a personal dictionary for custom terms, and lets you edit existing text by selecting it and saying how you want it changed. Typeless captures audio through its app and dictation keyboard and inserts the resulting text directly into whatever you are working in, claiming compatibility across dozens of applications such as Notion, Google Docs, Slack, Gmail, and others. It runs on macOS, Windows, iOS, and Android, and supports 100+ languages with automatic detection plus translation. It is aimed at professionals, writers, students, and developers who want to draft messages, emails, and documents faster than typing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Typeless is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Typeless |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time speech-to-text dictation that inserts directly into other apps |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic filler-word removal and self-correction recognition |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Auto-formatting of spoken lists and structured content |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Context-aware tone adaptation and personal dictionary for custom terms |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Voice commands to edit and revise existing text |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | 100+ language support with automatic detection and translation |
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.
Typeless
Choose Typeless if you need drafting emails, messages, and documents by speaking instead of typing — strengths include cross-platform coverage including macos, windows, ios, and native android.
CogniCor
Typeless
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Typeless is strong for drafting emails, messages, and documents by speaking instead of typing. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Typeless 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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