CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Lyrebird Health: Lyrebird Health is an AI medical scribe that listens during clinical consultations and automatically generates transcribed, structured clinical notes and documents. 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 Lyrebird Health when generating referral letters, medical certificates, and other clinical documents from consultation audio 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.
Lyrebird Health is an AI medical scribe that listens during clinical consultations and automatically generates transcribed, structured clinical notes and documents.
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
Lyrebird Health is an AI medical scribe built for healthcare practitioners. It listens in the background during a consultation, transcribes the conversation into text in real time, and then generates a structured clinical note (such as SOAP format or a custom template) within seconds of the consultation ending. Beyond notes, it can draft documents like referral letters and medical certificates ready for review. The product runs in the browser (Chrome recommended) on desktop and mobile, supports terminal-server and remote-desktop environments, and is compatible with in-person and telehealth (phone and video) consultations. It offers direct dictation and AI-driven "smart dictate" modes, learns each clinician's documentation style, and includes a translation feature for non-English consults. Lyrebird integrates with electronic medical record systems including Best Practice, Genie/Gentu, and FHIR-compliant systems for one-click note transfer. It is aimed at doctors, specialists, nurses, allied health professionals, dentists, psychologists, and other clinical roles across solo practices, clinics, and enterprise healthcare organizations.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Lyrebird Health is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Lyrebird Health |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Background listening with real-time voice-to-text transcription during consultations |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic generation of structured clinical notes (SOAP and customizable templates) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Drafting of clinical documents such as referral letters and medical certificates |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | EMR integrations including Best Practice, Genie/Gentu, and FHIR-compliant systems for one-click transfer |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Direct dictate and AI-powered smart dictate modes |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Telehealth-compatible and browser-based with desktop and mobile support |
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.
Lyrebird Health
Choose Lyrebird Health if you need automating clinical note-taking for doctors and specialists during in-person or telehealth consultations — strengths include purpose-built for clinical documentation and adapts to each clinician's note-taking style.
CogniCor
Lyrebird Health
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Lyrebird Health is strong for automating clinical note-taking for doctors and specialists during in-person or telehealth consultations. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Lyrebird Health 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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