CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ScriptMe: Automatic transcription and subtitling tool that processes Zoom, Teams, and GoTo Meeting recordings. 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 ScriptMe when creating subtitled videos from webinars and meeting recordings 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.
Automatic transcription and subtitling tool that processes Zoom, Teams, and GoTo Meeting recordings.
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
ScriptMe is an automatic transcription and subtitling tool that turns audio and video recordings into editable text, with particular support for meeting recordings. Users can upload files exported from platforms such as Zoom, Microsoft Teams, and GoTo Meeting, and ScriptMe produces a full written transcript that can be edited, shared, or downloaded. The service emphasizes fast processing, completing transcription of meeting recordings well ahead of real time, and it can translate transcripts into many languages so teams can work across language barriers. Beyond plain transcripts, ScriptMe lets users convert transcriptions into subtitles with customizable settings and export a video with the subtitles burned in, which is useful for repurposing recorded meetings, webinars, and other content. Collaboration features allow a project to be shared with teammates so that proofreading and editing can be delegated or done together. ScriptMe highlights privacy and security protections for uploaded media and transcripts, and it offers a limited free tier for short recordings. It is aimed at individuals and teams who need a straightforward, upload-based way to transcribe and subtitle meeting recordings and other media. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); ScriptMe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | ScriptMe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Automatic transcription of uploaded meeting recordings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Support for Zoom, Microsoft Teams, and GoTo Meeting recordings |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Subtitle creation with customizable settings and video export |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Translation of transcripts into many languages |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Collaborative editing and project sharing |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Built-in transcript editor |
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.
ScriptMe
Choose ScriptMe if you need transcribing and subtitling recorded zoom, teams, or goto meetings — strengths include simple upload-based workflow for meeting recordings.
CogniCor
ScriptMe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while ScriptMe is strong for transcribing and subtitling recorded zoom, teams, or goto meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and ScriptMe 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.
More head-to-head comparisons involving CogniCor and ScriptMe.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. The right pick comes down to team size, budget, and the workflows you want to automate.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. This comparison weighs them on pricing, features, and everyday workflow fit.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cresta: Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Daglo: Korean all-in-one AI notetaker by Action Power that records, transcribes, and summarizes meetings and lectures, with strong Korean recognition and post-recording tools. Below, they line up on price, capture method, and how each fits a real meeting stack.