CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ibisScribe: Japanese browser-based AI meeting minutes tool from Ibis Inc. that transcribes, identifies speakers, and auto-generates summaries without installing an app or adding a bot. 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 ibisScribe when teams that prefer microphone capture over installing a meeting bot matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Japanese browser-based AI meeting minutes tool from Ibis Inc. that transcribes, identifies speakers, and auto-generates summaries without installing an app or adding a bot.
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
ibisScribe is an AI meeting minutes service developed by the Japanese company Ibis Inc. (株式会社アイビス). It is designed to be used directly in a web browser, with no app installation and no meeting bot required, capturing audio from a laptop microphone for in-person meetings or from web conferencing systems for online meetings. The tool performs AI speech recognition to transcribe discussions in real time, automatically recognizes and links speakers to their statements, and generates AI summaries when recording ends. Completed minutes can be exported in Word format, and the service includes a customizable dictionary for industry-specific terminology as well as adjustable prompts that shape how summaries are written. ibisScribe also offers real-time translation across many languages, plus sharing and permission management for distributing minutes within an organization. It is operated by a company holding ISO/IEC 27001 certification and Privacy Mark accreditation, which is positioned as a security and compliance assurance for business users in Japan. The service is actively operating, offers a free trial, and is sold on per-account monthly plans, with access to the company's related cloud storage and workspace services. It is positioned for Japanese businesses that want streamlined, browser-only meeting documentation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); ibisScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | ibisScribe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Browser-based transcription with no app install and no meeting bot required |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time AI speech recognition for in-person and web meetings |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic speaker identification linking statements to speakers |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI-generated summaries with adjustable summarization prompts |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Word-format export of completed minutes |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Customizable terminology dictionary and multi-language translation |
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.
ibisScribe
Choose ibisScribe if you need japanese businesses needing compliant, browser-only meeting minutes — strengths include no bot or installation needed, which simplifies setup and privacy review.
CogniCor
ibisScribe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while ibisScribe is strong for japanese businesses needing compliant, browser-only meeting minutes. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and ibisScribe 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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