AmpUp: AI sales coaching platform with a native notetaker that records and transcribes calls, then delivers prep briefs, debriefs, and practice scenarios. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. 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 AmpUp when sales orgs wanting coaching on every call instead of a small reviewed sample matters most, and FinScribe when generating pre-meeting prep pages for advisory sessions matters most. Run both through a week of actual calls to see which suits your workflow.
AI sales coaching platform with a native notetaker that records and transcribes calls, then delivers prep briefs, debriefs, and practice scenarios.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
AmpUp is an AI sales coaching and conversation intelligence platform for revenue teams that aims to coach on every call rather than a small sample. Its native notetaker joins meetings automatically across dialer, video, and phone, producing clean structured transcripts, and it can also ingest conversation data from existing platforms such as Gong, Chorus, Fireflies, Fathom, and Granola. The platform organizes coaching around several components: Sales Brain analyzes interaction patterns to identify winning behaviors versus performance gaps; Atlas delivers meeting-prep briefs before calls and coaching debriefs immediately after; Skill Lab generates practice scenarios based on real objections from the current pipeline; and the Notetaker feeds call data back into the coaching loop. AmpUp targets sales coaching at scale, deal execution and pipeline progression, rep onboarding and ramp acceleration, knowledge transfer across teams, and meeting prep with post-call analysis. Because it can sit on top of an existing conversation-intelligence stack or capture calls directly, it can serve as a dedicated coaching layer for teams that already record calls elsewhere. AmpUp is a live, operating product in 2025/2026 and is positioned as a sales/meeting tool rather than a contact-center QA system. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is an AI meeting assistant focused on wealth and financial advisory client meetings. It joins virtual meetings on platforms such as Zoom, Microsoft Teams, Google Meet, and Webex as a note-taking participant, and supports in-person meetings through its mobile and web apps, then turns client conversations, financial consultations, and strategy sessions into structured, professionally formatted documentation. Beyond notes, FinScribe generates pre-meeting prep pages with agendas and background information, drafts follow-up emails summarizing decisions and action items, and pushes information into the user's CRM. It integrates with financial-services CRMs and tools including Salesforce, Redtail, Wealthbox, HubSpot, Practifi, Salentica, and others, along with Slack, Aircall, Google Calendar, and Zapier. The product emphasizes a recording-free approach in which meeting audio is discarded after notes are processed, SOC 2 Type II certification, MFA and SSO support, redaction of sensitive identifiers, and a commitment not to train its models on client data. FinScribe serves solo advisors, RIAs, asset management firms, private bankers, accountants, and family offices, and is a Y Combinator-backed company. Pricing varies by plan. Check the official website for current pricing.
Best suited for
AmpUp is a free tier with paid upgrades (freemium); FinScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | AmpUp | FinScribe |
|---|---|---|
| Core capability | Native notetaker that auto-joins meetings across dialer, video, and phone | AI notetaker that joins virtual meetings and supports in-person capture |
| Standout feature | Ingestion of conversation data from Gong, Chorus, Fireflies, Fathom, and Granola | Compliance-oriented, structured meeting documentation |
| Team usage | Clean structured transcripts of every call | Pre-meeting prep pages with agendas and background |
| Integrations | Sales Brain analysis of winning behaviors versus performance gaps | Automated follow-up emails with summaries and action items |
| Languages & capture | Atlas pre-call prep briefs and immediate post-call coaching debriefs | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more |
| Best-fit workflow | Skill Lab practice scenarios generated from real pipeline objections | Recording-free processing with redaction of sensitive identifiers |
AmpUp
Choose AmpUp if you need sales orgs wanting coaching on every call instead of a small reviewed sample — strengths include coaching layer that can sit on top of an existing conversation-intelligence stack or capture calls directly.
FinScribe
Choose FinScribe if you need documenting financial advisor client review and planning meetings — strengths include purpose-built for financial and wealth advisory client meetings.
AmpUp
FinScribe
It depends on your workflow. AmpUp is strong for sales orgs wanting coaching on every call instead of a small reviewed sample, while FinScribe is strong for documenting financial advisor client review and planning meetings. Both transcribe and summarize meetings.
AmpUp is a free tier with paid upgrades and FinScribe is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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