CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Scriptli: Swiss AI transcription tool specialising in Swiss German audio, with output formats including meeting notes, summaries and verbatim transcripts. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Scriptli when generating shareable meeting notes with actions and decisions from audio 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.
Swiss AI transcription tool specialising in Swiss German audio, with output formats including meeting notes, summaries and verbatim transcripts.
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
Scriptli is a Swiss AI transcription platform that specialises in converting Swiss German audio into Standard German text, while also handling other languages. Built and hosted with a Swiss orientation (its site is marked "Made in Switzerland"), it targets a gap that many international tools handle poorly: the many regional Swiss German dialects such as Zurituutsch, Barndutsch and Baseldytsch. Users upload audio files in common formats such as MP3, WAV, AAC, FLAC and M4A, or record directly in the browser, and Scriptli returns text in a choice of output styles. These include structured paragraphs with headings, concise summaries, word-for-word verbatim, interview-style speaker dialogue, a dedicated meeting-notes format that captures actions and decisions, and a to-do list view. Results can be exported to Word, PDF or plain text. The vendor states accuracy of roughly 89-94% on clear audio and additionally offers a professional manual transcription service for higher-accuracy needs. Pricing is credit-based with a small free monthly allowance, avoiding mandatory subscriptions. As of 2025/2026 the official website at scriptli.ch resolves to a live, actively maintained product. It is well suited to Swiss professionals who need accurate transcription and meeting notes from dialect audio. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Scriptli is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Scriptli |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Swiss German dialect transcription into Standard German text |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Meeting-notes output format capturing actions and decisions |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multiple output styles: structured, summary, verbatim, interview, to-do list |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Browser-based audio recording plus upload of common audio formats |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Export to Word, PDF or TXT |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Optional professional manual transcription service for higher accuracy |
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.
Scriptli
Choose Scriptli if you need transcribing recorded swiss german meetings or interviews into german text — strengths include specialised handling of hard-to-transcribe swiss german dialects.
CogniCor
Scriptli
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Scriptli is strong for transcribing recorded swiss german meetings or interviews into german text. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Scriptli is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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