CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Whisperstream: Whisperstream is a privacy-focused Windows dictation app that turns speech into text entirely on-device, with no cloud upload. 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 Whisperstream when transcribing imported audio recordings privately on-device 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.
Whisperstream is a privacy-focused Windows dictation app that turns speech into text entirely on-device, with no cloud upload.
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
Whisperstream is a downloadable Windows desktop application from Lanreal Technologies Inc. that converts speech to text using push-to-talk dictation. Transcription runs entirely locally on the user's PC via the NVIDIA Parakeet model, so audio is never uploaded to the cloud and no account is tied to the user's voice. It works across any application without add-ins or setup, inserting dictated text directly into tools such as Outlook, Gmail, Slack, VS Code, browsers, and Claude Code. Beyond live dictation, it can import and transcribe existing audio recordings, and it keeps a searchable transcript history with audio replay, encrypted on the device. Additional features include AI cleanup that tidies spoken input, a custom vocabulary for names, jargon, and acronyms, per-app custom AI prompts, support for 25 languages, global keyboard shortcuts, and full offline operation. It requires Windows 10 or 11 (64-bit) with at least 8GB RAM. It targets professionals and privacy-conscious knowledge workers who want fast, local voice input rather than typing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Whisperstream is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Whisperstream |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Local, on-device speech-to-text using the NVIDIA Parakeet model (no cloud upload) |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Push-to-talk dictation that inserts text into any application |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Audio file import for transcribing existing recordings |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Searchable, encrypted transcript history with audio replay |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI cleanup plus per-app custom AI prompts and custom vocabulary |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | 25-language support with full offline operation |
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.
Whisperstream
Choose Whisperstream if you need dictating emails, messages, and documents faster than typing — strengths include fully local processing keeps audio private and works offline.
CogniCor
Whisperstream
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Whisperstream is strong for dictating emails, messages, and documents faster than typing. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Whisperstream is a free tier with paid upgrades. 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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