CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. WhisperLiveKit: Open-source, self-hosted real-time speech-to-text and speaker diarization toolkit with a FastAPI server and web interface, suitable for meeting transcription. 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 WhisperLiveKit when building privacy-first transcription into custom applications via compatible apis 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.
Open-source, self-hosted real-time speech-to-text and speaker diarization toolkit with a FastAPI server and web interface, suitable for meeting transcription.
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
WhisperLiveKit is an open-source, self-hosted toolkit for ultra-low-latency real-time speech-to-text and speaker diarization. Rather than naively running Whisper on each audio chunk, it uses state-of-the-art simultaneous-speech research for intelligent buffering and incremental processing, which preserves transcription quality while streaming results with minimal latency. The project ships a complete backend built on FastAPI with WebSocket support, an OpenAI-compatible REST API, a Deepgram-compatible WebSocket protocol, and a simple, customizable HTML and JavaScript web interface that captures microphone audio and streams it to the server. It supports multiple ASR backends including Whisper variants, Voxtral, and Qwen3-ASR, covers 200+ languages with translation, and includes real-time speaker diarization and voice activity detection to reduce processing overhead. It can handle multiple concurrent users on a single backend and is distributed via PyPI with Docker images for both GPU and CPU. Licensed under Apache 2.0 and actively maintained into 2026, the project explicitly lists meeting transcription, accessibility tooling, and podcast or call transcription with speaker identification among its intended use cases, making it a practical building block for private, on-premise meeting transcription pipelines. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); WhisperLiveKit is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | WhisperLiveKit |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time streaming speech-to-text with low latency over WebSocket |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time speaker diarization to distinguish multiple speakers |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | FastAPI backend with OpenAI-compatible REST API and Deepgram-compatible WebSocket protocol |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Multiple ASR backends (Whisper variants, Voxtral, Qwen3-ASR) and 200+ language support with translation |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Included customizable HTML/JavaScript web interface and Docker images (GPU and CPU) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Voice activity detection and multi-user support on a single backend |
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.
WhisperLiveKit
Choose WhisperLiveKit if you need self-hosted real-time meeting transcription with speaker labels — strengths include fully open source (apache 2.0) and self-hostable for private, on-premise transcription.
CogniCor
WhisperLiveKit
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while WhisperLiveKit is strong for self-hosted real-time meeting transcription with speaker labels. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and WhisperLiveKit is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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