CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Dscout: Experience research platform for moderated interviews, diary studies, and usability testing with AI transcription, themes, and analysis. 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 Dscout when capturing in-context diary studies and video feedback 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.
Experience research platform for moderated interviews, diary studies, and usability testing with AI transcription, themes, and analysis.
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
Dscout is an experience research platform that pairs human participant feedback with AI tools to help teams gather and analyze qualitative insights at scale. It supports a range of research methods, including live and uploaded moderated interviews, usability testing with heat maps and task success metrics, real-time site intercepts, field studies, diary studies with multiple activities, and media-rich surveys. For interviews, Dscout simplifies scheduling across time zones, integrates incentives, supports observers, and can capture both a participant's face and screen, and it also offers an AI Moderator that can autonomously guide participants, seek clarification, and capture feedback. On the analysis side, Dscout provides automated transcription, AI-generated summaries of open-ended and video responses, AI-generated themes presented as smart tags for pattern identification, and surfacing of notable moments that highlight strong opinions or surprising insights. Teams can recruit from Dscout's verified Scout participant pool or bring their own audience. Known historically for mobile and in-context research, Dscout positions itself as an AI-native platform that helps researchers capture high-fidelity feedback and move quickly from raw sessions to organized, analyzable insights. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Dscout is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Dscout |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Moderated live and uploaded video interviews with observer support |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI Moderator that dynamically guides participants and captures feedback |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automated transcription of interviews and responses |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI-generated summaries of open-ended and video responses |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI-generated themes as smart tags and surfaced notable moments |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Diary studies, usability testing, intercepts, and media-rich surveys |
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.
Dscout
Choose Dscout if you need running and transcribing moderated user interviews — strengths include supports many research methods beyond interviews in one platform.
CogniCor
Dscout
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Dscout is strong for running and transcribing moderated user interviews. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Dscout 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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