CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Senstone: Senstone (Scripter) is a wearable voice-recorder pendant/clip with a companion app that transcribes spoken notes into text, summarizes them, and syncs them to your phone. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Senstone when dictating notes and reminders hands-free for busy professionals and students matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Senstone (Scripter) is a wearable voice-recorder pendant/clip with a companion app that transcribes spoken notes into text, summarizes them, and syncs them to your phone.
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
Senstone, currently sold as the Scripter, is a wearable voice assistant: a small device worn as a clip or pendant that lets you capture spoken notes, ideas, and dictations hands-free without reaching for your phone. Pressing the device records your voice, which its companion app then transcribes into text, organizes, stores, and lets you share. The platform handles voice-to-text in 12+ languages, including English, French, German, Arabic, and Ukrainian, and uses AI to clean up transcripts with punctuation and titling. Beyond plain transcription, the app generates summaries and action items, recognizes keywords, and can create lists and reminders via hashtags. The device syncs continuously with your smartphone and stores recordings locally when out of range, and notes can be shared to apps like Gmail. It is aimed at professionals, students, writers, and anyone who wants to capture thoughts on the move and turn them into searchable text. Senstone positions Scripter as an on-demand, pick-and-choose alternative to always-on life-logging wearables, emphasizing long battery life and selective recording.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Senstone is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Senstone |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Wearable clip/pendant device for hands-free voice capture |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Voice-to-text transcription in 12+ languages |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | AI-generated summaries and action items from notes |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Keyword recognition with lists and reminders via hashtags |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Continuous sync to companion app with offline on-device storage |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Sharing of text and audio notes to apps like Gmail |
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.
Senstone
Choose Senstone if you need capturing ideas, to-dos, and voice memos on the go and converting them to text — strengths include hands-free, always-on-you capture without pulling out a phone.
CogniCor
Senstone
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Senstone is strong for capturing ideas, to-dos, and voice memos on the go and converting them to text. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Senstone 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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