Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Convin when automating quality assurance across all contact-center interactions matters most, and FinScribe when generating pre-meeting prep pages for advisory sessions matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Convin is an AI-backed conversation intelligence platform built primarily for contact centers and sales teams that handle high volumes of customer interactions. Its core function is to capture and analyze the full range of conversations, recording calls and ingesting chats and emails, then generating transcriptions and concise summaries for each interaction. On top of that data, Convin's AI analyzes conversations to detect buying signals, objections, competitor mentions, sentiment shifts, and recurring pain points, and it builds searchable conversation libraries. The platform applies automated call scoring for quality, sentiment, and compliance, which replaces sampling-based manual QA by evaluating interactions at scale rather than a small subset. Convin also offers real-time coaching cues and agent assistance during live calls, along with role-based dashboards for agents, managers, and leaders so each can see relevant performance data. It integrates with CRM systems to capture action items and next steps for follow-up. Convin serves regulated and high-volume industries such as fintech, banking, healthcare, real estate, and retail, and is aimed at teams that want data-driven coaching and quality assurance rather than subjective spot checks. 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
Convin 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 | Convin | FinScribe |
|---|---|---|
| Core capability | Automatic recording and transcription of calls, chats, and emails | AI notetaker that joins virtual meetings and supports in-person capture |
| Standout feature | AI call scoring for quality, sentiment, and compliance | Compliance-oriented, structured meeting documentation |
| Team usage | Real-time agent coaching cues and live assistance | Pre-meeting prep pages with agendas and background |
| Integrations | Searchable conversation library with buying-signal and objection detection | Automated follow-up emails with summaries and action items |
| Languages & capture | Role-based dashboards for agents, managers, and leaders | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more |
| Best-fit workflow | Automatic recording and transcription of calls, chats, and emails | Recording-free processing with redaction of sensitive identifiers |
Convin
Choose Convin if you need automating quality assurance across all contact-center interactions — strengths include analyzes interactions across voice, chat, and email channels.
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.
Convin
FinScribe
It depends on your workflow. Convin is strong for automating quality assurance across all contact-center interactions, while FinScribe is strong for documenting financial advisor client review and planning meetings. Both transcribe and summarize meetings.
Convin 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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