CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Whisper Memos: iPhone and Apple Watch voice recorder that transcribes memos and meetings and emails you a formatted transcript with an AI summary. 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 Whisper Memos when recording meetings and extracting action items via custom summary prompts 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.
iPhone and Apple Watch voice recorder that transcribes memos and meetings and emails you a formatted transcript with an AI summary.
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
Whisper Memos is an AI voice-recording app for iPhone and Apple Watch, created by independent developer Vojtech Rinik, that records spoken memos and delivers them back as nicely formatted email transcripts within seconds. You can start a recording from a one-tap iPhone lock-screen widget or hands-free from an Apple Watch complication, making it suited to quick capture of rambling thoughts, meeting notes, lectures, or journal entries. Under the hood it offers multiple transcription engines, including OpenAI Whisper, ElevenLabs, and Cohere, and supports many languages with automatic paragraphing. Every voice note can get an automatic AI summary, and you can create custom summary tabs with your own prompts, for example to extract action items from meeting notes or to reorganize thoughts by topic. The app supports importing audio files in formats such as MP3, M4A, WAV, AAC, and FLAC. An Agents system routes different memos to different destinations, and integrations cover Notion, Trello, Things 3, Todoist, Day One, Evernote, Reflect, and Drafts, plus thousands more via Zapier or Mail Drop. It markets itself explicitly as a dictaphone, an audio recorder for meetings, and a voice journaling app, and has been covered by outlets like Six Colors and MacSparky. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Whisper Memos is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Whisper Memos |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | One-tap iPhone lock-screen and hands-free Apple Watch recording |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Multiple transcription engines (OpenAI Whisper, ElevenLabs, Cohere) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic AI summaries with custom prompt-based summary tabs |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Transcripts delivered as formatted email with automatic paragraphs |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Audio file import (MP3, M4A, WAV, AAC, FLAC) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integrations with Notion, Things 3, Todoist, Day One, and Zapier |
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.
Whisper Memos
Choose Whisper Memos if you need dictating quick notes or ideas hands-free and receiving them by email — strengths include frictionless capture from lock screen or apple watch.
CogniCor
Whisper Memos
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Whisper Memos is strong for dictating quick notes or ideas hands-free and receiving them by email. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Whisper Memos 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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