CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. PatientNotes: PatientNotes is an AI medical scribe that listens to clinician-patient conversations and automatically generates structured clinical notes. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and PatientNotes when generating specialty-formatted soap and progress notes for entry into an ehr 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.
PatientNotes is an AI medical scribe that listens to clinician-patient conversations and automatically generates structured clinical notes.
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
PatientNotes is an AI medical scribe built for healthcare providers. It uses ambient AI listening to capture natural conversations between clinicians and patients in the background, transcribing both speakers without requiring typing or voice commands. From each encounter it generates structured clinical documentation including SOAP notes, progress notes, H&P documentation, and custom formats automatically formatted to specialty standards. The platform also suggests ICD-10 diagnosis and CPT procedure codes based on the documentation. It supports a range of medical specialties such as primary care, psychiatry, cardiology, dermatology, and pediatrics, with specialty-specific templates. Finished notes are moved into electronic health record systems via one-click copy and paste, with formatting optimized for major EHRs like Epic, Cerner, and Athena; direct API integration is not used. It is available as a native iOS app for iPhone and iPad and as a web application, with automatic syncing across devices and an Android app noted as in development. The product is marketed as HIPAA compliant.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); PatientNotes is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | PatientNotes |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Ambient AI listening that captures both patient and clinician speech in the background |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic generation of structured clinical notes (SOAP, progress, H&P, custom) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI-suggested ICD-10 diagnosis and CPT procedure codes |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Specialty-specific templates across multiple medical specialties |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | One-click copy and paste into any EHR, optimized for Epic, Cerner, and Athena |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Native iOS app plus web application with cross-device syncing |
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.
PatientNotes
Choose PatientNotes if you need clinicians documenting in-person patient visits hands-free during the encounter — strengths include removes manual documentation work by transcribing encounters and drafting notes automatically.
CogniCor
PatientNotes
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while PatientNotes is strong for clinicians documenting in-person patient visits hands-free during the encounter. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and PatientNotes 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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