CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. VoicePen: Apple-native AI app that records and transcribes meetings, lectures, and voice memos, then turns them into summaries and rewritten notes. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and VoicePen when transcribing lectures and turning them into study notes 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.
Apple-native AI app that records and transcribes meetings, lectures, and voice memos, then turns them into summaries and rewritten notes.
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
VoicePen is a voice-first AI note taker built natively for the Apple ecosystem, running across iPhone, iPad, Apple Watch, and Mac. The app records and transcribes spoken audio into text, handling everything from short memos to long lectures, meetings, podcasts, and imported recordings. Once a recording is transcribed, VoicePen uses AI to generate easy-to-read summaries, structured notes, and study materials, and it offers a large set of rewrite options to reformat transcripts into bullet points, professional formats, or more casual styles. It can pull in audio and video from sources such as files, Voice Memos, Zoom recordings, podcasts, and YouTube, and it separates and labels different speakers within a transcript. A chat feature lets users ask questions about the transcribed content to surface key takeaways and action steps. VoicePen supports many languages, includes offline recording, and syncs data through iCloud, positioning itself as a personal second-brain capture tool for individuals who think and work by talking rather than typing. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); VoicePen is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | VoicePen |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records and transcribes meetings, lectures, memos, and imported audio/video |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI-generated summaries plus 25+ rewrite and reformatting options |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker separation and labeling within transcripts |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Chat-with-your-notes Q&A to extract takeaways and action steps |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Imports from Voice Memos, Zoom recordings, podcasts, YouTube, and files |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Multilingual transcription with offline recording and iCloud sync |
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.
VoicePen
Choose VoicePen if you need capturing and summarizing in-person meetings and 1:1 conversations — strengths include native across iphone, ipad, apple watch, and mac with icloud sync.
CogniCor
VoicePen
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while VoicePen is strong for capturing and summarizing in-person meetings and 1:1 conversations. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and VoicePen 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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