Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Conveo when continuous consumer and ux research using video interviews at scale matters most, and FinScribe when generating pre-meeting prep pages for advisory sessions matters most. Try them side by side on real calls before deciding — needs vary by team.
AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Conveo is an AI qualitative research platform that handles the full interview workflow, from recruiting participants to moderating conversations to analyzing results, with the goal of compressing research timelines from weeks to days. Its AI interviewer conducts real video, voice, and text conversations asynchronously, adapts the discussion guide in real time, and probes with contextual follow-up questions based on each participant's responses, supporting interviews across 50-plus languages end to end including the interviewer, transcripts, and reports. Researchers can upload a brief or business objective and have Conveo generate an interview guide, then begin fielding within roughly half an hour. Because it captures video alongside voice and text, the platform performs multi-signal analysis, reading tone, emotional cues, and behavior in addition to spoken content, and it links findings back to the source video moments so insights can be validated and shared. Automated outputs include executive summaries, thematic analysis, emotional insights, and quantitative data extraction. Conveo positions itself as an end-to-end platform for continuous research across consumer insights, UX, marketing, and product workflows. 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
Conveo 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 | Conveo | FinScribe |
|---|---|---|
| Core capability | AI interviewer conducting asynchronous video, voice, and text interviews | AI notetaker that joins virtual meetings and supports in-person capture |
| Standout feature | Real-time discussion-guide adaptation with contextual follow-ups | Compliance-oriented, structured meeting documentation |
| Team usage | Multi-signal analysis of voice, video, tone, and behavior | Pre-meeting prep pages with agendas and background |
| Integrations | Automated executive summaries, thematic analysis, and quantitative extraction | Automated follow-up emails with summaries and action items |
| Languages & capture | Findings linked back to source video moments | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more |
| Best-fit workflow | End-to-end recruiting, interviewing, and analysis in 50+ languages | Recording-free processing with redaction of sensitive identifiers |
Conveo
Choose Conveo if you need continuous consumer and ux research using video interviews at scale — strengths include video capture enables emotional and behavioral analysis beyond transcript text.
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.
Conveo
FinScribe
It depends on your workflow. Conveo is strong for continuous consumer and ux research using video interviews at scale, while FinScribe is strong for documenting financial advisor client review and planning meetings. Both transcribe and summarize meetings.
Conveo 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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