CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Yung Sidekick when creating treatment plans and client/therapist reports for mental health practices 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 assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals.
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
Yung Sidekick is an AI documentation assistant built specifically for mental health professionals such as psychotherapists, psychologists, counselors, and group practices. It captures sessions in three ways: recording online sessions with its built-in tool, uploading existing audio files, or using a "Dictate Recap" feature where the clinician describes the session verbally afterward. From this audio, the platform generates progress notes in multiple clinical formats including SOAP, DAP, BIRP, and GIRP, along with treatment plans and detailed therapist and client reports, plus session transcripts and analytics. The service runs as a web application (app.yung-sidekick.com), and generated reports can be copied or integrated into a clinician's existing clinical software and workflow. It emphasizes privacy and regulatory compliance, stating it is HIPAA, PHIPA, PIPEDA, and GDPR compliant, with a Business Associate Agreement available, end-to-end encryption, and automatic audio deletion after processing. It is aimed at clinicians who want to reduce time spent on administrative documentation while maintaining clinical focus.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Yung Sidekick is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Yung Sidekick |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records online sessions, accepts audio uploads, or generates notes from a spoken Dictate Recap |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Generates progress notes in multiple clinical formats (SOAP, DAP, BIRP, GIRP, and more) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Produces treatment plans and detailed therapist and client reports |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Provides session transcripts and progress analytics |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Notes and reports can be copied or integrated into existing clinical software |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | HIPAA, PHIPA, PIPEDA, and GDPR compliance with end-to-end encryption and automatic audio deletion |
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.
Yung Sidekick
Choose Yung Sidekick if you need automatically drafting therapy progress notes from recorded or dictated sessions — strengths include purpose-built for therapy documentation with multiple recognized clinical note formats.
CogniCor
Yung Sidekick
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Yung Sidekick is strong for automatically drafting therapy progress notes from recorded or dictated sessions. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Yung Sidekick 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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