CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Skribby: Developer-focused meeting bot API by Skribe VOF that deploys recording and transcription bots to Zoom, Microsoft Teams, and Google Meet with bring-your-own-key transcription. 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 Skribby when streaming real-time meeting transcripts into a custom application 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.
Developer-focused meeting bot API by Skribe VOF that deploys recording and transcription bots to Zoom, Microsoft Teams, and Google Meet with bring-your-own-key transcription.
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
Skribby, operated by Skribe VOF, is a managed meeting bot API designed for developers who want to add recording and transcription to their own products without building bot infrastructure from scratch. It positions itself as a Recall.ai-style alternative, letting teams deploy meeting bots in a few minutes that join Zoom, Microsoft Teams, and Google Meet calls to capture audio, video, and transcripts. Skribby supports real-time transcription over WebSocket as well as asynchronous transcripts, speaker identification, webhook notifications for transcripts and bot events, and bot authentication for restricted meetings. A defining characteristic is its bring-your-own-key approach: rather than locking users into a single speech engine, it integrates with more than ten transcription providers including Deepgram, Groq Whisper, Soniox, AssemblyAI, and ElevenLabs, so customers supply their own provider credentials. It supports 30-plus languages and advertises GDPR-compliant operation. Skribby runs as a pay-as-you-go cloud API with a low hourly base rate, optional video recording and storage add-ons, and no monthly minimums, alongside developer resources such as REST API references, quickstart guides, and real-time transcription documentation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Skribby is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Skribby |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Meeting bots that join and record Zoom, Microsoft Teams, and Google Meet |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time transcription over WebSocket plus asynchronous transcripts |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Bring-your-own-key support for 10+ transcription providers (Deepgram, Whisper, AssemblyAI, Soniox, ElevenLabs) |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Webhook notifications for transcripts and bot events |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Speaker identification (diarization) and 30+ language support |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Bot authentication for joining restricted meetings |
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.
Skribby
Choose Skribby if you need adding meeting recording and transcription to a saas product via api — strengths include pay-as-you-go api with no monthly minimums or contracts.
CogniCor
Skribby
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Skribby is strong for adding meeting recording and transcription to a saas product via api. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Skribby 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.
More head-to-head comparisons involving CogniCor and Skribby.
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.