FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. daisee: Daisee is an AI voice analytics and contact centre quality assurance platform that transcribes and automatically scores 100% of customer calls and chats. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and daisee when monitoring regulatory compliance and flagging high-risk customer calls in sectors like finance and insurance 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.
Daisee is an AI voice analytics and contact centre quality assurance platform that transcribes and automatically scores 100% of customer calls and chats.
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
Daisee is an Australian (Sydney-based) AI software company offering a cloud-based voice analytics and contact centre quality assurance platform. It captures audio by having organisations upload call recordings to a secure cloud endpoint, then transcribes the conversations using speech-to-text technology. Rather than reviewing only a sample of interactions, Daisee analyses 100 percent of calls and chat sessions, applying natural language processing and sentiment analysis to surface why customers are getting in touch. Core capabilities include a Programmable Scorecard that automates agent evaluation, daisee Essence for categorising call reasons and root-cause drivers, daisee Predictors for flagging likely complaints and churn, plus a Scorecard Builder and Report Builder for custom QA workflows. It supports both voice and chat channels and integrates with platforms such as Genesys Cloud, with partnerships listed including Microsoft and AWS. Daisee is aimed at contact centres and customer-experience teams in regulated sectors like financial services and insurance that need compliance monitoring, agent coaching insights, and automated quality assurance at scale.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); daisee is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | daisee |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Automated transcription of 100% of voice calls |
| Standout feature | Compliance-oriented, structured meeting documentation | Programmable Scorecard for automated agent quality evaluation |
| Team usage | Pre-meeting prep pages with agendas and background | Sentiment analysis and emotion detection across interactions |
| Integrations | Automated follow-up emails with summaries and action items | Compliance monitoring that flags high-risk and non-compliant calls |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Chat interaction analysis alongside voice |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Custom Report Builder and Scorecard Builder with industry templates |
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.
daisee
Choose daisee if you need automating quality assurance and agent scoring across an entire contact centre's call volume — strengths include analyses every interaction rather than a manual sample, reducing qa workload.
FinScribe
daisee
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while daisee is strong for automating quality assurance and agent scoring across an entire contact centre's call volume. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and daisee is custom pricing. 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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