CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. VetRec: VetRec is an AI scribe for veterinarians that records consultations and automatically generates SOAP notes and clinical documentation. 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 VetRec when producing discharge instructions, treatment plans, and referral letters from a single visit recording matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
VetRec is an AI scribe for veterinarians that records consultations and automatically generates SOAP notes and clinical documentation.
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
VetRec is a purpose-built AI scribe for veterinary professionals that automates clinical documentation. During an appointment, the clinician taps to record the spoken consultation ambiently, and VetRec transcribes the conversation and generates structured SOAP notes, discharge instructions, treatment plans, referral letters, and phone-call notes in seconds. It offers a library of customizable templates spanning general practice, emergency, exotics, equine, dental, surgery, and other specialties, plus a Record Recap feature that summarizes lengthy patient histories. VetRec is available as a web application and as iOS and Android apps, with offline recording that syncs once back online, suiting both exam-room and field use such as farm calls. It integrates with practice information management systems (PiMS) via a one-click sync, and supports multi-pet appointments. The company states it holds SOC 2 Type II, HIPAA, and GDPR compliance. VetRec is aimed at veterinarians, technicians, relief/locum vets, students, and nonprofit animal-welfare organizations seeking to reduce documentation time and administrative burden.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); VetRec is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | VetRec |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Ambient one-tap recording with AI-generated SOAP notes in seconds |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Customizable templates across veterinary specialties (GP, ER, exotics, equine, dental, surgery) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Additional document generation: discharge instructions, treatment plans, referral letters, phone-call notes |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Offline recording that syncs when back online |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | One-click sync to practice information management systems (PiMS) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Web, iOS, and Android applications |
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.
VetRec
Choose VetRec if you need generating soap notes and medical records from ambient consultation recordings — strengths include purpose-built for veterinary workflows and terminology rather than a generic scribe.
CogniCor
VetRec
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while VetRec is strong for generating soap notes and medical records from ambient consultation recordings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and VetRec 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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