CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Skribe: Skribe is an AI-powered digital reporting and deposition intelligence platform that captures, transcribes, and analyzes legal depositions and sworn testimony. 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 Skribe when searching and reviewing testimony to find and clip key moments 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.
Skribe is an AI-powered digital reporting and deposition intelligence platform that captures, transcribes, and analyzes legal depositions and sworn testimony.
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
Skribe is a digital reporting and deposition intelligence platform built for litigation teams as an alternative to traditional stenographic court reporting. It captures depositions and sworn proceedings through three methods: Skribe Live, which hosts depositions over Zoom; Skribe Link, a branded recording bot that captures Zoom proceedings even when you are not the host; and Skribe Library, which lets users upload existing audio or video files. Transcription uses automated speech recognition to produce a rough, video-synced draft within minutes, after which professional transcriptionists proofread and correct the text, with human-verified final transcripts delivered in roughly five to seven days. The platform pairs video with searchable transcripts, supports keyword search to locate exact moments, and lets users create and share video clips that play in a browser. It is aimed at attorneys, law firms, and litigation teams conducting depositions and examinations under oath, and is positioned as a more affordable, faster option than conventional court reporting services.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Skribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Skribe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Skribe Live for hosting depositions over Zoom |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Skribe Link branded bot to record Zoom proceedings without being host |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Skribe Library for uploading existing audio and video files |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | AI (ASR) rough transcript generated within minutes, then human-proofread final transcript |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Video-synced transcripts with keyword search to find exact moments |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Self-service video clip creation and browser-based sharing |
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.
Skribe
Choose Skribe if you need recording and transcribing remote or in-person legal depositions — strengths include faster and more affordable than traditional stenographic court reporting.
CogniCor
Skribe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Skribe is strong for recording and transcribing remote or in-person legal depositions. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Skribe 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.
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