CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Scriberr: Open-source, self-hosted AI audio transcription app that runs Whisper models locally with speaker diarization, summaries, and chat-with-transcript. 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 Scriberr when researchers and journalists generating diarized transcripts of recorded conversations 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.
Open-source, self-hosted AI audio transcription app that runs Whisper models locally with speaker diarization, summaries, and chat-with-transcript.
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
Scriberr is an open-source, self-hosted audio transcription application aimed at people who want to keep recordings and transcripts on their own hardware. It uses the open-source Whisper family of models (via the WhisperX engine) to transcribe audio and video files entirely offline, with no requirement to send data to a cloud provider. The project is distributed under the MIT license and is packaged as a single binary, with a Go backend and a Svelte frontend compiled into the binary, while Python handles the underlying AI transcription. Beyond raw transcription, Scriberr can automatically detect and label different speakers (diarization), generate summaries using custom prompts, and let users chat with a transcript by connecting to Ollama or OpenAI-compatible providers. It includes a transcript reader with playback follow-along and seek-from-text, a built-in audio recorder, note-taking, and a folder watcher plus API endpoints for automation and integration with tools like n8n. The maintainer publicly noted development is paused but not abandoned, and community contributions are welcome; the most recent release at the time of review was v1.2.0 in December 2025. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Scriberr is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Scriberr |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Local, offline transcription using Whisper models via the WhisperX engine |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic speaker diarization (who said what) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI summaries with custom prompts via Ollama or OpenAI-compatible providers |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Chat with your transcripts to ask questions and pull insights |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Built-in audio recorder and note-taking on transcripts |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Folder watcher and API endpoints for automation workflows |
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.
Scriberr
Choose Scriberr if you need privacy-conscious teams transcribing meeting and interview recordings on their own infrastructure — strengths include fully self-hosted and offline, keeping audio and transcripts on your own hardware.
CogniCor
Scriberr
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Scriberr is strong for privacy-conscious teams transcribing meeting and interview recordings on their own infrastructure. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Scriberr 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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