CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Scribbl: Chrome extension that records, transcribes, and summarizes meetings without sending a bot into the call. 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 Scribbl when generating summaries and action items after meetings 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.
Chrome extension that records, transcribes, and summarizes meetings without sending a bot into the call.
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
Scribbl is an AI meeting note taker delivered as a Chrome extension that records and transcribes calls and generates summaries with action items, without sending a separate bot participant into the meeting. Instead of a visible bot joining the call, Scribbl captures the audio and video through the browser, transcribes the conversation, and then produces an AI summary highlighting key points and decisions. It combines the recording, transcript, and AI output so users can search back through a meeting to find specific moments. The tool supports a large set of languages for transcription and is built to work within the user's existing browser-based meeting workflow. Its primary supported platform is Google Meet, with additional conferencing platforms indicated as part of its roadmap. Scribbl is aimed at professionals and teams who want lightweight, bot-free meeting notes directly from the browser, including people who prefer not to have an extra participant appear in their calls while still keeping searchable records of what was discussed. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Scribbl is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Scribbl |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Chrome extension that records and transcribes meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Bot-free capture directly through the browser |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries with key points and action items |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Searchable combination of video, transcript, and notes |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Support for many transcription languages |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Chrome extension that records and transcribes meetings |
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.
Scribbl
Choose Scribbl if you need taking bot-free notes during google meet calls — strengths include captures meetings without adding a visible bot participant.
CogniCor
Scribbl
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Scribbl is strong for taking bot-free notes during google meet calls. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Scribbl 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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