CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Tandem Health: Tandem Health is an AI medical scribe that listens to clinician-patient consultations and automatically generates structured clinical notes for review and one-click transfer to medical record systems. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Tandem Health when assisting clinicians with diagnosis and procedure coding suggestions 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.
Tandem Health is an AI medical scribe that listens to clinician-patient consultations and automatically generates structured clinical notes for review and one-click transfer to medical record systems.
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
Tandem Health, founded in 2023 and based in Stockholm, builds an AI medical assistant for healthcare professionals. Its AI Scribe captures patient consultations by listening to the conversation in real time and transcribes the audio, then generates a structured clinical note ready for the clinician to review and send to their electronic health record in one click. The platform supports in-person visits and virtual consultations, and produces notes in the clinician's chosen language. Alongside the scribe, Tandem offers a Coding Assistant that suggests diagnosis and procedure codes from validated guidelines, and Clinical Decision Support that answers patient-specific clinical questions with source citations. The product integrates with more than 100 medical record systems across Europe. It is CE marked under EU MDR as Class IIa medical devices and holds ISO 13485 and ISO 27001 certifications, with GDPR compliance and a stated policy of not storing conversation audio after transcription. It is used by clinicians across general practice, mental health, veterinary, and other care settings throughout Europe.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Tandem Health is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Tandem Health |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI Scribe that transcribes consultations and auto-generates structured clinical notes |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time voice capture for in-person and virtual consultations |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | One-click transfer of notes to electronic health record systems |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Coding Assistant suggesting diagnosis and procedure codes from validated guidelines |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Clinical Decision Support answering patient-specific questions with source citations |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Multi-language note generation and integration with 100+ medical record systems |
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.
Tandem Health
Choose Tandem Health if you need generating clinical notes automatically during doctor-patient consultations to reduce documentation time — strengths include purpose-built for clinical documentation with deep ehr integration across europe.
CogniCor
Tandem Health
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Tandem Health is strong for generating clinical notes automatically during doctor-patient consultations to reduce documentation time. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Tandem Health is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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