CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Scribeberry: Scribeberry is an AI medical scribe that listens to clinical encounters, transcribes the conversation, and auto-generates structured clinical notes for healthcare providers. 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 Scribeberry when documenting telehealth appointments via a browser extension on video-call platforms matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Scribeberry is an AI medical scribe that listens to clinical encounters, transcribes the conversation, and auto-generates structured clinical notes for healthcare providers.
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
Scribeberry is an AI-powered medical scribe built for clinicians. It captures patient-provider conversations through device or room microphones during in-person visits, and through a browser extension for telehealth sessions on platforms such as Zoom, Microsoft Teams, Google Meet, and Doxy. It transcribes the speech and automatically produces structured clinical documentation, including SOAP notes, dictation, referral letters, and auto-filled forms. The platform is available as a web app, mobile apps (including an iOS app), and a Chrome extension. It integrates with electronic medical records such as Epic, Accuro, Oscar Pro, and Jane App, pulling patient data in and pushing completed notes back. Scribeberry supports many languages and offers specialty-tuned models across fields like family medicine, psychiatry, pediatrics, internal medicine, surgery, dentistry, and veterinary care. It states it is HIPAA and PIPEDA compliant and SOC 2 Type II certified, with regional data residency. It is aimed at physicians, nurses, and allied health professionals seeking to reduce documentation time.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Scribeberry is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Scribeberry |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI scribe that auto-generates SOAP notes and clinical documentation from encounters |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Medical-grade dictation and transcription with multi-language support |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Browser extension for telehealth platforms (Zoom, Teams, Google Meet, Doxy) |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Bidirectional EMR integration (Epic, Accuro, Oscar Pro, Jane App) |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI form filling, templates, and macros |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Specialty-tuned models across 40+ medical specialties |
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.
Scribeberry
Choose Scribeberry if you need generating soap notes and clinical documentation automatically during patient visits — strengths include purpose-built for clinical workflows with emr push/pull integration.
CogniCor
Scribeberry
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Scribeberry is strong for generating soap notes and clinical documentation automatically during patient visits. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Scribeberry is a free tier with paid upgrades. 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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