CaptureMyMeeting: AI meeting assistant that imports Zoom and Webex cloud recordings to generate notes, action items, and insights. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. 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 CaptureMyMeeting when teams that record webex or zoom meetings and want automatic notes and action items afterward 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 meeting assistant that imports Zoom and Webex cloud recordings to generate notes, action items, and insights.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
CaptureMyMeeting is an AI-driven meeting productivity web application that turns recorded meetings into structured notes, action items, and insights. Rather than sending a bot into the live call, it connects to your existing video conferencing accounts and works from cloud recordings: once you integrate Zoom or Webex through the CaptureMyMeeting dashboard and enable transcription or the Webex Assistant for your organization, any new meeting recorded to the cloud is automatically imported and processed when it becomes available. Users can also upload recordings manually. The platform uses GPT-based processing to produce meeting summaries, action items, and sentiment analytics that track emotional tone over the course of a conversation. It provides full transcripts, meeting highlights, transcript downloads, and full-text search across both spoken and written meeting content. Detected action items can be pushed to task managers such as Todoist and BasicOps, and processed notes can be auto-shared with participants. It is aimed at teams and organizations that already run meetings on Webex or Zoom and want post-meeting documentation and decision tracking without manual note-taking. A paid Webex or Zoom account is required. 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
CaptureMyMeeting 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 | CaptureMyMeeting | FinScribe |
|---|---|---|
| Core capability | Automatic import and processing of Zoom and Webex cloud recordings | AI notetaker that joins virtual meetings and supports in-person capture |
| Standout feature | GPT-generated meeting summaries and action items | Compliance-oriented, structured meeting documentation |
| Team usage | Sentiment analysis with time-based emotional tracking | Pre-meeting prep pages with agendas and background |
| Integrations | Full transcripts with full-text search across spoken and written content | Automated follow-up emails with summaries and action items |
| Languages & capture | Action-item push to task managers such as Todoist and BasicOps | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more |
| Best-fit workflow | Auto-sharing of processed notes with meeting participants | Recording-free processing with redaction of sensitive identifiers |
CaptureMyMeeting
Choose CaptureMyMeeting if you need teams that record webex or zoom meetings and want automatic notes and action items afterward — strengths include works from existing cloud recordings, so no extra bot joins the live meeting.
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.
CaptureMyMeeting
FinScribe
It depends on your workflow. CaptureMyMeeting is strong for teams that record webex or zoom meetings and want automatic notes and action items afterward, while FinScribe is strong for documenting financial advisor client review and planning meetings. Both transcribe and summarize meetings.
CaptureMyMeeting 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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