Evernote AI Meeting Notes: Evernote's built-in feature that records meeting audio, transcribes it with speaker recognition, and summarizes it inside your notes. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. 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 Evernote AI Meeting Notes when existing evernote users capturing meetings without adding another app matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Run both through a week of actual calls to see which suits your workflow.
Evernote's built-in feature that records meeting audio, transcribes it with speaker recognition, and summarizes it inside your notes.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
AI Meeting Notes is a feature built into Evernote, the long-running personal knowledge and note-taking application, that lets users capture meetings directly within their notes. For remote meetings it records audio from a web browser tab, and for in-person meetings it records through the device microphone; users can also upload pre-recorded audio files. Evernote then uses its AI Transcribe capability to convert the audio into text and can generate a summary, with optional speaker recognition that distinguishes between speakers (and lets users rename them so labels update across the transcript). A later addition lets users transcribe only a selected portion of a recording by choosing start and end timestamps. Because the feature lives inside Evernote, the resulting transcript and summary are saved as notes within the user's existing knowledge base, where they can be organized, searched, and connected to other material. AI Meeting Notes is aimed at existing Evernote users who want meeting capture without adopting a separate tool, and it is available on Mac, PC, and the web. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Pulse360 is a client communication and operations platform built for financial advisors, combining meeting note capture with tools for producing professional client-facing deliverables. Advisors can capture meeting content by recording, dictating, typing, or handwriting, and the platform's meeting-capture feature works with Zoom, Microsoft Teams, and Google Meet. Its AI note organization keeps notes structured and searchable rather than cluttering the CRM, and a template builder helps advisors quickly assemble annual summaries, meeting prep materials, and client review documents. Pulse360 also offers AI assistance for rephrasing and improving client communication, plus content libraries to systematize prospecting and onboarding messaging. It integrates with a range of advisor CRMs including Salesforce, Wealthbox, Redtail, Practifi, XLR8, and Salentica, along with Outlook and Gmail for email workflows. By centering on consistent, professional deliverables and reusable templates, Pulse360 targets advisors who want both efficient note capture and a streamlined way to turn meeting outcomes into polished client communications and follow-up documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Evernote AI Meeting Notes is a free tier with paid upgrades (freemium); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Evernote AI Meeting Notes | Pulse360 |
|---|---|---|
| Core capability | Records remote meeting audio from a browser tab | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Records in-person meetings via device microphone | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | Upload of pre-recorded audio files | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | AI transcription with optional summaries | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Speaker recognition with editable speaker labels | AI rephrasing to improve client communications |
| Best-fit workflow | Selective transcription of a chosen time range | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
Evernote AI Meeting Notes
Choose Evernote AI Meeting Notes if you need existing evernote users capturing meetings without adding another app — strengths include meeting capture lives inside an existing personal knowledge base, avoiding a separate tool.
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
Evernote AI Meeting Notes
Pulse360
It depends on your workflow. Evernote AI Meeting Notes is strong for existing evernote users capturing meetings without adding another app, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Evernote AI Meeting Notes is a free tier with paid upgrades and Pulse360 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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