CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. VoiceboxMD: VoiceboxMD is a medical dictation and AI scribe platform that turns physician speech and doctor-patient conversations into structured clinical notes. 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 VoiceboxMD when generating ehr-ready soap notes from in-person or telehealth conversations 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.
VoiceboxMD is a medical dictation and AI scribe platform that turns physician speech and doctor-patient conversations into structured 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
VoiceboxMD is a cloud-based medical dictation and AI scribe platform built for physicians, nurse practitioners, and other clinicians. It converts spoken words into clinical text in real time using speech recognition trained on medical terminology, drug names, diagnostic codes, and clinical abbreviations. Beyond solo dictation into an EHR, its ambient AI scribe can listen to in-person or telehealth encounters over Zoom, Microsoft Teams, or Doxy.me, separate the clinician's voice from the patient's, and produce structured SOAP, H&P, DAP, or custom-template notes with suggested CPT and ICD-10 codes. Audio can be captured through real-time ambient listening or by uploading recorded files, depending on plan. It runs on Windows, macOS (including Apple Silicon), and iOS, and is EHR-agnostic, working with systems such as Epic, Cerner, Athenahealth, eClinicalWorks, and Practice Fusion, plus apps like Word and Outlook. The service is HIPAA-compliant, encrypts data in transit and at rest, deletes audio after processing, and includes a Business Associate Agreement on every plan.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); VoiceboxMD is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | VoiceboxMD |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Ambient AI scribe that listens to in-person and telehealth encounters and generates structured notes |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time medical speech-to-text dictation trained on clinical terminology |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Automatic SOAP, H&P, and DAP note generation with custom templates |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | CPT and ICD-10 billing code suggestions plus superbill creation |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | EHR-agnostic integration (Epic, Cerner, Athenahealth, eClinicalWorks, Practice Fusion) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Cross-platform support on Windows, macOS, and iOS with audio file upload |
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.
VoiceboxMD
Choose VoiceboxMD if you need physicians documenting patient visits hands-free during or after encounters — strengths include combines solo dictation and ambient conversation capture in one platform.
CogniCor
VoiceboxMD
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while VoiceboxMD is strong for physicians documenting patient visits hands-free during or after encounters. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and VoiceboxMD 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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