FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. aiOla: Voice AI platform for field teams that captures spoken post-meeting debriefs and pushes data into CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and aiOla when outside sales teams keeping crm data complete after site visits matters most. Run both through a week of actual calls to see which suits your workflow.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Voice AI platform for field teams that captures spoken post-meeting debriefs and pushes data into CRM.
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
aiOla is a voice AI platform built for field teams that lets reps and frontline workers capture data by speaking naturally and automatically push it into systems like Salesforce. For field and in-person sales, aiOla provides a personal voice agent that a rep can talk to after a meeting to record a post-meeting debrief, which the platform converts into structured CRM records without manual typing. Its speech technology is designed to understand industry jargon, accents, and dialects across many languages and to work in noisy real-world environments such as stores, sites, and vehicles. Beyond sales debriefs, aiOla supports field workflows including inspections, safety checks, and compliance audits, but for sales teams the core value is turning spoken meeting summaries into clean, complete CRM data. The platform targets field-based sales and operations teams across industries such as consumer goods, pharmaceuticals, airlines, and retail. aiOla is actively operating in 2025 and 2026, with named enterprise customers and public recognition demonstrating ongoing operation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); aiOla is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | aiOla |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Voice agent for spoken post-meeting field sales debriefs |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic conversion of speech into structured CRM records |
| Team usage | Pre-meeting prep pages with agendas and background | Salesforce and workflow integration for field data |
| Integrations | Automated follow-up emails with summaries and action items | Speech recognition tuned for jargon, accents, and noisy environments |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Prebuilt workflows for inspections, safety, and compliance |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Voice agent for spoken post-meeting field sales debriefs |
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.
aiOla
Choose aiOla if you need field sales reps dictating post-meeting debriefs into crm — strengths include designed for in-person and field sales rather than virtual calls.
FinScribe
aiOla
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while aiOla is strong for field sales reps dictating post-meeting debriefs into crm. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and aiOla 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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