CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Vibe: Open-source, cross-platform desktop app that transcribes meeting and interview recordings offline using Whisper, keeping all data on your device. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Vibe when developers embedding local transcription via the cli or http api matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Open-source, cross-platform desktop app that transcribes meeting and interview recordings offline using Whisper, keeping all data on your device.
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
Vibe is a free, open-source transcription application created by the developer thewh1teagle and distributed under the MIT license. It lets users transcribe audio and video files entirely offline on their own machine using OpenAI's Whisper models, so recordings of meetings, interviews, lectures, and calls never have to leave the device. Vibe runs on macOS, Windows, and Linux, with GPU acceleration available for NVIDIA, AMD, and Intel hardware, and it supports a very wide range of languages. It includes speaker diarization so different participants can be separated in the transcript, and it can export results in multiple formats including SRT, VTT, TXT, HTML, PDF, JSON, and DOCX. For automation and integration, Vibe also exposes a command-line interface and an HTTP API with Swagger documentation, making it usable inside larger pipelines. Built with the Tauri framework on top of whisper.cpp, it is actively maintained with frequent releases. Vibe is best suited to privacy-conscious individuals, developers, and teams who want a no-subscription, local-first way to turn recorded conversations into editable text. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Vibe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Vibe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Offline transcription powered by OpenAI Whisper (whisper.cpp) |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Cross-platform: macOS, Windows, and Linux |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker diarization to separate participants |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Multiple export formats (SRT, VTT, TXT, HTML, PDF, JSON, DOCX) |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Command-line interface and HTTP API for automation |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | GPU acceleration for NVIDIA, AMD, and Intel |
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.
Vibe
Choose Vibe if you need transcribing recorded meetings or interviews privately on a laptop — strengths include free and open source under the mit license.
CogniCor
Vibe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Vibe is strong for transcribing recorded meetings or interviews privately on a laptop. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Vibe 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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