CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Whisperit: Whisperit is a Swiss-hosted, AI-powered workspace for legal professionals that turns voice dictation into formatted legal documents and supports case analysis and research. 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 Whisperit when reviewing and extracting key facts, parties, and timelines from case files and contracts 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.
Whisperit is a Swiss-hosted, AI-powered workspace for legal professionals that turns voice dictation into formatted legal documents and supports case analysis and research.
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
Whisperit is an AI-powered workspace built for lawyers, law firms, solo practitioners, and notaries. Its core is voice-first dictation: users speak naturally and Whisperit transcribes their words in real time, with speaker labels and legal-specific vocabulary, then turns the result into a structured, formatted legal document ready to review and edit. Beyond dictation, the platform analyzes uploaded case files, PDFs, and emails to extract parties, dates, and key facts, and offers legal research that returns cited answers from a user's documents and external legal databases. Drafting templates and style profiles apply firm-specific citation, numbering, and tone rules. It supports dictation and correspondence in German, French, Italian, Dutch, and English. Whisperit emphasizes security and compliance: data is hosted on Swiss servers, encrypted, and compliant with GDPR and Swiss data protection law, with team collaboration features including real-time editing and version tracking. Integrations include Microsoft Word, Outlook, Google Drive, OneDrive, SharePoint, Gmail, DocuSign, IncaMail, and PDF tools. It primarily serves European legal teams.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Whisperit is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Whisperit |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time voice dictation transcribed into formatted legal documents |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Speaker labels and legal-specific vocabulary recognition |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Document analysis extracting parties, dates, and key facts from case files, PDFs, and emails |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Legal research returning cited answers from documents and external databases |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Drafting templates and style profiles enforcing firm-specific citation, numbering, and tone |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Multilingual support across German, French, Italian, Dutch, and English |
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.
Whisperit
Choose Whisperit if you need lawyers dictating and drafting formatted legal documents by voice — strengths include purpose-built for legal workflows with practice-area templates and legal vocabulary.
CogniCor
Whisperit
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Whisperit is strong for lawyers dictating and drafting formatted legal documents by voice. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Whisperit is custom pricing. 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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