CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ScribeBuddy: AI transcription and subtitle tool that converts audio and video to text, generates subtitles, and translates across many languages. 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 ScribeBuddy when generating multilingual subtitles for podcasts and video content 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.
AI transcription and subtitle tool that converts audio and video to text, generates subtitles, and translates across many languages.
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
ScribeBuddy is an AI-powered transcription platform that converts audio and video content into text and subtitles across more than one hundred languages. Users upload recordings or capture live speech, and ScribeBuddy returns a transcript with speaker recognition and timestamps, which can then be summarized, translated, or turned into subtitle files for accessibility and wider reach. The service is positioned for a broad range of source material, including video files, podcasts, meetings and interviews, lectures, voice memos, and YouTube videos, making it relevant to creators as well as professionals who need records of conversations. Beyond core transcription, ScribeBuddy offers AI summaries that distill key information from a recording, real-time live transcription, and translation into a large set of languages so the same content can be repurposed for international audiences. It is available across platforms including iPhone, Android, Mac, and Windows. ScribeBuddy provides a free option for short files alongside pay-as-you-go and paid plans, lowering the barrier for individuals to try the tool before committing while still scaling to larger transcription and subtitling workloads for teams handling meetings, interviews, and media content. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); ScribeBuddy is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | ScribeBuddy |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription of audio and video with speaker recognition and timestamps |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Subtitle generation for accessibility and content repurposing |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Translation across a large set of languages |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI summaries that distill key information from recordings |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Real-time live transcription of speech |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Cross-platform availability on iPhone, Android, Mac, and Windows |
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.
ScribeBuddy
Choose ScribeBuddy if you need transcribing meetings and interviews into searchable text — strengths include handles meetings, interviews, podcasts, and lectures in one tool.
CogniCor
ScribeBuddy
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while ScribeBuddy is strong for transcribing meetings and interviews into searchable text. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and ScribeBuddy 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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