CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Whisper Notes: Offline, on-device speech-to-text app for Mac and iPhone that records and transcribes meetings locally using Whisper, with auto meeting detection and summaries on Mac. 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 Whisper Notes when transcribing lectures or interviews offline on a mac or iphone matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Offline, on-device speech-to-text app for Mac and iPhone that records and transcribes meetings locally using Whisper, with auto meeting detection and summaries on Mac.
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 Notes is an offline speech-to-text application for Mac and iPhone that records and transcribes meetings, lectures, and voice memos entirely on the device. It is built on OpenAI's Whisper speech recognition, with model options including Whisper Large V3 Turbo on Mac, Parakeet on iPhone, and SenseVoice for Asian languages, and it supports transcription across 100-plus languages. On Mac, the app can automatically detect when a meeting starts on platforms such as Microsoft Teams, Google Meet, and Zoom, then record and transcribe it locally without sending a bot into the call. Because processing is fully offline, the company states that data physically never leaves the device and that privacy is architectural rather than a policy promise. Additional Mac capabilities include auto-generated summaries and titles, on-device AI chat with longer transcripts, streaming transcription output, and system-wide dictation via the function key. Users can also import existing MP3, M4A, and WAV files for transcription and export results with timestamps. The product is sold as a one-time purchase per platform rather than a subscription. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Whisper Notes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Whisper Notes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | 100% offline, on-device transcription with Whisper-based models |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic meeting detection for Teams, Google Meet, and Zoom on Mac |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Auto-generated summaries and titles for recordings on Mac |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | On-device AI chat with longer transcripts |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Import of MP3, M4A, and WAV audio files for transcription |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | System-wide dictation via the function key on Mac |
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 Notes
Choose Whisper Notes if you need recording and transcribing confidential meetings without cloud uploads — strengths include audio and transcripts never leave the device.
CogniCor
Whisper Notes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Whisper Notes is strong for recording and transcribing confidential meetings without cloud uploads. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Whisper Notes 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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