CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Scrib: India-built AI transcription tool for 22 Indian languages plus global languages, with speaker labels, summaries, and meeting-bot capture for Zoom, Meet, and Teams. 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 Scrib when producing transcripts and subtitles for interviews, podcasts, and recorded sessions in indian languages matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
India-built AI transcription tool for 22 Indian languages plus global languages, with speaker labels, summaries, and meeting-bot capture for Zoom, Meet, and Teams.
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
Scrib is an India-based AI transcription platform (its site states it is "Made with love in India") focused on converting speech to text across Indian and global languages. It supports 22 Indian languages including Hindi, Tamil, Telugu, Bengali, Gujarati, Kannada, Malayalam, Marathi, Punjabi, Urdu, Nepali, Odia, Assamese, and others, alongside 19 global languages, and it is designed to handle code-switching such as Hindi-English (Hinglish) speech within a single recording. Users can transcribe in several ways: uploading audio and video files (MP3, MP4, WAV, M4A, WEBM), recording live from a microphone, pasting links from sources like YouTube, Loom, Google Drive, and Dropbox, or using a meeting bot that joins Zoom, Google Meet, and Microsoft Teams calls to capture and transcribe conversations automatically. Beyond raw transcripts, Scrib offers automatic speaker recognition with per-speaker labels and timelines, AI-generated summaries, chapters, key insights, and action items, plus inline editing with click-to-seek playback. Transcripts can be exported to TXT, SRT, VTT, JSON, DOCX, and PDF. The platform includes a free monthly tier and paid plans, and stores audio encrypted on Cloudflare R2. The site is live and operating, citing hundreds of thousands of hours transcribed. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Scrib is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Scrib |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Transcription across 22 Indian languages plus 19 global languages, with Hindi-English code-switching support |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Multiple capture methods: file upload, live microphone recording, link pasting (YouTube, Loom, Drive, Dropbox), and a meeting bot |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Meeting bot that joins Zoom, Google Meet, and Microsoft Teams to transcribe calls automatically |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Automatic speaker recognition with per-speaker labels and timelines |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI-generated summaries, chapters, key insights, and action items |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Inline transcript editing with click-to-seek playback |
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.
Scrib
Choose Scrib if you need transcribing multilingual or hinglish team meetings captured live or via the zoom/meet/teams bot — strengths include strong coverage of indian languages and hinglish code-switching that many global tools handle less reliably.
CogniCor
Scrib
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Scrib is strong for transcribing multilingual or hinglish team meetings captured live or via the zoom/meet/teams bot. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Scrib 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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