CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Scorebuddy: Scorebuddy is an AI-powered contact center quality assurance platform that transcribes and auto-scores voice, chat, email, and social interactions against customizable scorecards. 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 Scorebuddy when transcribing and analyzing multilingual customer calls to surface sentiment and contact drivers matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Scorebuddy is an AI-powered contact center quality assurance platform that transcribes and auto-scores voice, chat, email, and social interactions against customizable scorecards.
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
Scorebuddy (ScorebuddyCX) is a contact center quality assurance and conversation intelligence platform built for QA teams, CX leaders, and BPOs across industries such as financial services, technology, healthcare, and retail. It ingests agent-customer interactions across voice, chat, email, and social channels and uses GenAI auto-scoring to automatically evaluate conversations against fully customizable scorecards, scoring both human agents and AI chatbots while maintaining an audit trail for regulated environments. For voice, it provides AI transcription that converts multilingual call recordings into transcripts, then layers conversation analytics on top: automated sentiment analysis, contact-driver categorization, and pattern detection across interactions. Reviewers can view scorecards alongside AI marked-up conversations and build automated pass/fail rules. The platform also includes a built-in learning management system that assigns targeted coaching and AI-generated courses based on identified skill gaps, plus configurable dashboards for CX, product, and other teams. It integrates with leading contact center and CRM tools including Five9, Genesys, Salesforce, and Zendesk. What distinguishes it is the combination of configurable QA scorecards, transcription-driven analytics, and coaching/LMS in one workflow.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Scorebuddy is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Scorebuddy |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription of multilingual call recordings into text transcripts |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | GenAI auto-scoring of interactions against fully customizable scorecards |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Conversation analytics with sentiment analysis and contact-driver categorization |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Omnichannel coverage across voice, chat, email, and social interactions |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Side-by-side view of scorecards and AI marked-up conversations with automated pass/fail rules |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Built-in learning management system with targeted coaching and AI-generated courses |
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.
Scorebuddy
Choose Scorebuddy if you need automatically scoring and qa-evaluating up to 100% of contact center interactions across channels — strengths include covers qa, conversation analytics, transcription, and coaching/lms in a single integrated platform.
CogniCor
Scorebuddy
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Scorebuddy is strong for automatically scoring and qa-evaluating up to 100% of contact center interactions across channels. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Scorebuddy is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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