CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. SkyScribe: AI transcription and subtitle platform that turns audio and video into editable text, captions, and repurposed content. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and SkyScribe when turning interview and meeting recordings into summaries and action items 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.
AI transcription and subtitle platform that turns audio and video into editable text, captions, and repurposed content.
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
SkyScribe is an AI transcription, translation, and audio-to-text platform that converts video and audio into editable text and subtitle files. Users can upload media, paste YouTube links, or record directly, and SkyScribe produces a transcript with speaker labels and timestamps. The platform is built for podcasters, video creators, and professionals who handle meetings and interviews, and it leans into turning raw transcripts into usable content: it offers transcript editing with one-click cleanup and filler-word removal, resegmentation that restructures content into customizable blocks, and custom data extraction for summaries, action items, and sentiment. SkyScribe supports translation into more than one hundred languages while keeping original timestamps aligned, which allows subtitle-ready output for international audiences. Export options are broad, spanning SRT subtitles, VTT captions, plus formats such as DOCX, TXT, Markdown, PDF, JSON, and CSV, and it integrates with tools including YouTube Studio, Notion, n8n, and Supabase. A generous daily free transcription allowance lets users test the service, with paid plans offering larger files and unlimited subtitle generation. This makes SkyScribe suitable for transcribing and captioning podcasts, videos, interviews, and meeting recordings within a single workflow. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); SkyScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | SkyScribe |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI transcription with speaker labels and timestamps for audio and video |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Subtitle and caption export including SRT and VTT, plus DOCX, TXT, Markdown, PDF, JSON, and CSV |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Translation into more than one hundred languages with aligned timestamps |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Transcript editing with one-click cleanup and filler-word removal |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Custom data extraction for summaries, action items, and sentiment |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Integrations with YouTube Studio, Notion, n8n, and Supabase |
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.
SkyScribe
Choose SkyScribe if you need transcribing and captioning podcasts and videos with multi-format export — strengths include very broad set of export formats covering captions, documents, and data.
CogniCor
SkyScribe
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while SkyScribe is strong for transcribing and captioning podcasts and videos with multi-format export. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and SkyScribe 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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