CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Willow Voice: Willow Voice is a system-wide AI dictation app for Mac, Windows, and iPhone that converts speech into cleaned-up, formatted text and inserts it at the cursor in any application. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Willow Voice when writing documents and notes in apps like notion with automatic formatting matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Willow Voice is a system-wide AI dictation app for Mac, Windows, and iPhone that converts speech into cleaned-up, formatted text and inserts it at the cursor in any application.
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
Willow Voice is an AI dictation tool that turns spoken words into polished written text inside any application. Instead of recording meetings, it works at the cursor: you place your cursor in a text field (such as Gmail, Slack, Notion, iMessage, or a code editor), hold a hotkey, speak naturally, and formatted text appears in place. As it transcribes, Willow automatically removes filler words, fixes punctuation, and applies formatting, and it can learn your writing style to adapt tone across different apps. The product is built for professionals who want to write messages, emails, and documents faster than typing. It runs on Mac, Windows, and iPhone, supports voice commands for inserting line breaks and bullet points, handles many languages, and offers an auto-learning dictionary for names and terminology. Willow advertises low-latency transcription and an AI mode that expands brief spoken notes into complete messages. For organizations, it markets SOC 2 and HIPAA compliance, zero data retention, and admin controls. It is a dictation tool rather than a meeting or call recorder.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Willow Voice is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Willow Voice |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | System-wide dictation that inserts transcribed text at the cursor in any app via a hotkey |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic cleanup that removes filler words, fixes punctuation, and applies formatting |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Style and tone matching that learns and adapts to your writing across apps |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI mode that expands brief spoken notes into complete, polished messages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Voice commands for formatting (e.g. new line, bullet point) and an auto-learning dictionary for names and terms |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Cross-platform availability on Mac, Windows, and iPhone with support for many languages |
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.
Willow Voice
Choose Willow Voice if you need drafting emails, slack messages, and chat replies by speaking instead of typing — strengths include works everywhere you type instead of being locked to a single app or note interface.
CogniCor
Willow Voice
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Willow Voice is strong for drafting emails, slack messages, and chat replies by speaking instead of typing. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Willow Voice is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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