CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Twofold Health: An AI medical scribe that captures clinical conversations from in-person and telehealth sessions and generates formatted clinical notes. 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 Twofold Health when telehealth providers capturing and documenting zoom, doxy, or google meet visits 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.
An AI medical scribe that captures clinical conversations from in-person and telehealth sessions and generates formatted clinical notes.
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
Twofold Health is an AI medical scribe for clinicians that listens to patient encounters and automatically drafts structured clinical documentation. It captures audio from in-person visits or telehealth sessions on Zoom, Doxy, Google Meet, and other video platforms, and also supports dictating a summary, uploading an existing recording, or uploading handwritten notes via OCR. From the captured audio it produces formatted notes in formats such as SOAP, DAP, BIRP, GIRP, intake, History and Physical, discharge summaries, progress notes, treatment plans, and referral letters. An in-app assistant can answer progress questions, suggest ICD/CPT codes, and generate homework ideas. It runs in any modern browser on macOS, Windows, or Linux, with native iOS and Android apps, and works with EHR systems including Epic, Cerner, Athena, and SimplePractice. Twofold is HIPAA compliant, provides a signed Business Associate Agreement, and states it does not use audio, transcripts, notes, or PHI to train AI models. It targets mental and behavioral health, primary care, psychiatry, and allied health providers.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Twofold Health is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Twofold Health |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Captures audio from in-person visits and telehealth platforms (Zoom, Doxy, Google Meet) |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Generates formatted clinical notes (SOAP, DAP, BIRP, GIRP, intake, H&P, discharge, progress notes) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multiple capture modes: live session, dictated summary, audio upload, and handwritten-note OCR |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | In-app assistant for progress questions, ICD/CPT code suggestions, and homework ideas |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Works across browser (macOS, Windows, Linux) plus native iOS and Android apps |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | EHR compatibility including Epic, Cerner, Athena, and SimplePractice |
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.
Twofold Health
Choose Twofold Health if you need mental and behavioral health clinicians automating session notes and treatment plans — strengths include hipaa compliant with a signed business associate agreement, and states it does not train ai models on phi.
CogniCor
Twofold Health
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Twofold Health is strong for mental and behavioral health clinicians automating session notes and treatment plans. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Twofold Health 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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