CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ScribbleVet: An AI scribe for veterinarians that records appointments and automatically generates formatted SOAP notes and client-ready summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and ScribbleVet when producing client-ready take-home and recap instructions after appointments 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.
An AI scribe for veterinarians that records appointments and automatically generates formatted SOAP notes and client-ready summaries.
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
ScribbleVet is an AI-powered digital scribe built specifically for veterinarians and their teams. It captures a consultation by recording the appointment audio or by accepting dictated notes, then transcribes and processes the conversation to produce a fully formatted SOAP (Subjective, Objective, Assessment, Plan) note within minutes, filtering out irrelevant chatter. Beyond notes, it can draw visual dental charts for COHAT documentation, generate client-ready discharge instructions and recap emails, and summarize existing medical records. It supports multiple languages, including English, Spanish, and French. ScribbleVet is available as iOS and Android apps and through a web app, and offers one-click transfer of notes into practice management systems such as ezyVet, Pulse, and Vetspire. Customizable SOAP templates and a Plumb's drug monograph integration are also included. It is aimed at veterinarians across general practice, emergency, and specialist settings, from small animal to equine medicine, and allows technicians and front-desk staff to be added to an account. ScribbleVet has been adopted by the UC Davis School of Veterinary Medicine.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); ScribbleVet is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | ScribbleVet |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records appointments and auto-generates formatted SOAP notes |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Customizable SOAP note templates |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Visual dental charts for COHAT documentation |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Client-ready discharge instructions and recap emails |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Multi-language support (English, Spanish, French, and others) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | One-click transfer to PIMS (ezyVet, Pulse, Vetspire) |
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.
ScribbleVet
Choose ScribbleVet if you need generating soap notes from veterinary exams without manual typing — strengths include purpose-built for veterinary workflows and terminology.
CogniCor
ScribbleVet
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while ScribbleVet is strong for generating soap notes from veterinary exams without manual typing. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and ScribbleVet 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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