CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Voicy when dictating prompts into ai assistants like chatgpt, claude, and gemini 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.
Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application.
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
Voicy is a cross-platform AI speech-to-text (dictation) tool that lets you write with your voice instead of typing. It runs as a desktop app for Mac, Windows, and Linux, plus a Chrome extension, and also has iOS and Microsoft Store versions. Once active, you trigger dictation system-wide and speak into whatever app or website you're using — email clients, word processors, chat tools, note apps, AI assistants, IDEs, and many others, advertised as 20,000+ destinations. Voicy transcribes in real time using cloud processing, automatically adding punctuation, fixing grammar, and formatting the result, with support for dozens of languages. It also offers AI editing commands, letting you reshape dictated text (for example into bullet points) right after speaking. On privacy, the company states transcripts and recordings are stored only locally on your device and voice data is not used to train AI models, though speech is sent to the cloud for processing. It's aimed at writers, professionals, and anyone who wants to draft faster than typing across their existing tools.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Voicy is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Voicy |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | System-wide voice dictation across desktop apps, browsers, and websites |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Chrome extension plus Mac, Windows, and Linux desktop apps (also iOS and Microsoft Store) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic punctuation, grammar correction, and formatting |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Real-time cloud transcription with multi-language support |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Inline AI editing commands to reformat dictated text (e.g. bullet points) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Local-only storage of transcripts with no use of voice data for AI training |
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.
Voicy
Choose Voicy if you need drafting emails, documents, and chat messages by voice instead of typing — strengths include works inside virtually any app or website rather than a single editor.
CogniCor
Voicy
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Voicy is strong for drafting emails, documents, and chat messages by voice instead of typing. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Voicy 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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