Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. 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 Fieldy when capturing notes from in-person client or sales meetings 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.
Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
Fieldy is a wearable AI note taker built for capturing real-world, in-person conversations and meetings rather than only online calls. The device is a small clip-on or pendant-style wearable that can be worn around the neck or on the wrist, capturing audio hands-free or via a button press. Once a conversation is captured, Fieldy's companion app transcribes the speech, automatically splits longer recordings into segments, and generates concise summaries. It can extract action items and reminders from what was said, and it offers an AI chat interface so users can search and ask questions about their past conversation history. Because it does not depend on a meeting bot joining a video call, Fieldy is aimed at people whose important discussions happen face to face, such as professionals in field roles, sales and client-facing workers, students, and anyone who wants a record of hallway chats, errands, and one-on-one meetings. It pairs the convenience of an always-available recorder with AI summarization so users can stay present in a conversation instead of taking manual notes. 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
Fieldy 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 | Fieldy | Pulse360 |
|---|---|---|
| Core capability | Wearable hardware device (clip, pendant, or wrist) for hands-free capture | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Real-time transcription of in-person conversations | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | Automatic AI-generated summaries of captured audio | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Action items and reminders extracted from conversations | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | AI chat interface to search and query past conversations | AI rephrasing to improve client communications |
| Best-fit workflow | USB-C charging with multi-day battery and privacy indicator light | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
Fieldy
Choose Fieldy if you need capturing notes from in-person client or sales meetings — strengths include designed specifically for in-person meetings and conversations, not just video calls.
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.
Fieldy
Pulse360
It depends on your workflow. Fieldy is strong for capturing notes from in-person client or sales meetings, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Fieldy 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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