CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. EkaScribe: EkaScribe is an AI medical scribe by Eka Care that records doctor-patient conversations and automatically generates structured clinical notes, summaries, and prescriptions. 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 EkaScribe when producing structured prescriptions and soap notes directly into an emr workflow 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.
EkaScribe is an AI medical scribe by Eka Care that records doctor-patient conversations and automatically generates structured clinical notes, summaries, and prescriptions.
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
EkaScribe is an AI-powered medical scribe developed by Eka Care, built for doctors and clinicians. It captures clinical consultations through live in-app voice recording or audio file upload, then transcribes the speech and converts it into structured clinical documentation such as consultation summaries, SOAP notes, and prescriptions rather than producing plain transcripts. The tool is built on Eka Care's in-house "Parrotlet" model and is designed for medical accents and noisy clinical environments, supporting 20+ languages including English, Hindi, Bengali, Telugu, Tamil, Marathi, Gujarati, Kannada, Malayalam, Punjabi, and Urdu, and handling code-mixed speech where doctors switch between English and regional languages. It is available as a web application, a Chrome extension, and a mobile app (Google Play). The Chrome extension enables one-click insertion of generated notes into web-based EMR systems, with clipboard copy-paste for offline systems, and it integrates with Eka Care's own Eka Doc EMR. It is aimed at doctors across specialties, with a particular focus on the Indian healthcare market.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); EkaScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | EkaScribe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Ambient/live voice recording and audio file upload capture |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Converts speech into structured clinical notes, SOAP notes, summaries, and prescriptions |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multilingual support for 20+ languages including code-mixed English and regional Indian languages |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Built on Eka Care's in-house 'Parrotlet' AI model tuned for medical accents and noisy clinical settings |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Chrome extension for one-click note insertion into web-based EMR systems |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Available on web, Chrome extension, and Android mobile app |
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.
EkaScribe
Choose EkaScribe if you need doctors generating clinical notes and summaries automatically from patient consultations — strengths include purpose-built for clinical documentation, producing emr-ready structured notes rather than raw transcripts.
CogniCor
EkaScribe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while EkaScribe is strong for doctors generating clinical notes and summaries automatically from patient consultations. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and EkaScribe 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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