CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Tali AI: Tali AI is a Canadian-built AI ambient scribe and medical dictation platform that turns patient conversations into structured clinical notes for healthcare providers. 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 Tali AI when clinics auto-populating insurance, disability, and referral forms from encounters 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.
Tali AI is a Canadian-built AI ambient scribe and medical dictation platform that turns patient conversations into structured clinical notes for healthcare providers.
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
Tali AI is an AI-powered clinical documentation platform for healthcare providers. Its Ambient Scribe listens to in-person, virtual, or phone visits and generates structured notes such as SOAP or consult notes from the conversation, without requiring explicit voice commands. It also offers AI medical dictation, where clinicians can speak a summary of a visit and have it converted into a structured note. Tali captures audio through a Chrome extension and desktop use, or via iOS and Android apps that can act as a microphone and sync notes to the desktop; it works with standard headset microphones. Beyond note-taking, Tali can pre-fill structured clinical and insurance forms, surface follow-up actions like referrals, labs, and prescriptions, and provides a medical search feature for medications and conditions. It integrates directly with EMRs/EHRs including Oscar Pro, TELUS Health Med Access, PS Suite, Healthquest, and Practice Fusion, and is positioned for primary care and specialty practices across multiple disciplines.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Tali AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Tali AI |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Ambient scribe that auto-generates structured SOAP and consult notes from patient conversations |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI medical dictation from spoken visit summaries |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Direct integration with EMRs/EHRs including Oscar Pro, Med Access, PS Suite, Healthquest, and Practice Fusion |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Capture via Chrome extension, desktop, and iOS/Android apps used as a microphone |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Automatic pre-filling of clinical and insurance forms |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Medical search for medications and conditions plus automatic follow-up task surfacing |
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.
Tali AI
Choose Tali AI if you need family physicians and specialists documenting patient visits hands-free during or after appointments — strengths include purpose-built for clinical workflows with deep emr/ehr integrations.
CogniCor
Tali AI
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Tali AI is strong for family physicians and specialists documenting patient visits hands-free during or after appointments. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Tali AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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