CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Happy Scribe: Transcription/subtitling and GDPR-friendly meeting notes, 150+ languages Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Happy Scribe when creating subtitles and captions matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Transcription/subtitling and GDPR-friendly meeting notes, 150+ languages
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
Happy Scribe is a transcription and subtitling platform that converts audio and video into accurate text and captions across a wide range of languages. It offers both automatic and human-made transcription and subtitles, letting users balance speed against accuracy depending on the project. Happy Scribe is widely used to transcribe recorded meetings, interviews, podcasts, and videos, and to create subtitles for content, with an in-browser editor for reviewing and correcting transcripts and exporting them in many formats. Its strong language coverage and subtitle tools make it popular with content creators, researchers, and international teams that need reliable text and captions from recordings. Because it focuses on processing recorded audio and video rather than acting as a live meeting bot, it is typically used to handle existing files or recordings. Happy Scribe is valued for its breadth of languages, flexible automatic-versus-human options, and solid subtitle and export capabilities for turning recordings into usable text. Platforms: Web / upload audio and video. Integrations: Zapier. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Happy Scribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Happy Scribe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic and human transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Subtitles and captions |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Wide multi-language support |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | In-browser transcript editor |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Multi-format export |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Automatic and human transcription |
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.
Happy Scribe
Choose Happy Scribe if you need transcribing recordings and interviews — strengths include strong language and subtitle support.
CogniCor
Happy Scribe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Happy Scribe is strong for transcribing recordings and interviews. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Happy Scribe 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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