CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Empathia AI: Empathia AI is an ambient AI medical scribe that records patient encounters and automatically generates clinical notes, letters, and billing codes for clinicians. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Empathia AI when generating referral letters, consult letters, and patient instructions from recorded visits 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.
Empathia AI is an ambient AI medical scribe that records patient encounters and automatically generates clinical notes, letters, and billing codes for clinicians.
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
Empathia AI is an AI medical scribe built for clinicians and healthcare practices. Its core engine, EMMA, uses ambient AI to listen to doctor-patient interactions across in-person visits, telehealth, and phone calls, then transcribes the conversation and generates structured, customizable clinical notes. Beyond note-taking, it produces chart summaries, referral and consult letters, form autofill, patient instructions, and suggested ICD/CPT/service billing codes. The platform supports multi-speaker conversations, dictation, and multilingual encounters, and offers specialty-tuned templates across 20+ medical specialties. It works on desktop and mobile and integrates with numerous EMR/EHR systems, including Epic, Athenahealth, eClinicalWorks, NextGen, DrChrono, Practice Fusion, Elation, and Canadian systems such as Accuro, OSCAR, and Juno. Empathia emphasizes compliance, citing HIPAA, PHIPA, PIPEDA, and GDPR alignment, and notes pre-qualified vendor status with Canada Health Infoway's national AI scribe program. It targets individual practitioners and clinics seeking to reduce documentation time and refocus attention on patient care.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Empathia AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Empathia AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Ambient AI capture (EMMA) for in-person, telehealth, and phone encounters |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic transcription and structured clinical note generation |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multi-speaker and multilingual support with dictation |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Specialty-tuned templates across 20+ medical specialties |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Suggested ICD/CPT/service billing codes, referral and consult letters |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | EMR/EHR integrations (Epic, Athenahealth, eClinicalWorks, Accuro, OSCAR, and more) |
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.
Empathia AI
Choose Empathia AI if you need clinicians automating post-visit charting and clinical note documentation — strengths include purpose-built for clinical documentation with deep emr integration.
CogniCor
Empathia AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Empathia AI is strong for clinicians automating post-visit charting and clinical note documentation. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Empathia AI 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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