FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. 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 Gilbert when tracking decisions and action items from meetings automatically matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure.
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
Gilbert is a French AI meeting note taker developed by the startup Lexia France, designed and hosted in France with a strong sovereignty focus. It captures meetings live across desktop, mobile and web and automatically produces structured meeting reports that include summaries, decisions and assigned action items. The product is built around proprietary French language models and a custom terminology dictionary that lets users add domain-specific terms, and it offers natural-language search across past meetings. A defining characteristic is its data-sovereignty stance: Gilbert states that data is hosted on OVHcloud infrastructure with SecNumCloud qualification from the French cybersecurity authority ANSSI, that no data crosses the Atlantic, and that it does not rely on third-party model providers. The company lists SOC 2 Type 2, ISO 27001 and GDPR compliance. Gilbert integrates with many business tools, including native connections to Slack, Notion, HubSpot, Salesforce and Teams plus broad coverage through Zapier. It targets French-speaking organizations, particularly those in regulated or sovereignty-sensitive sectors, that want automated French meeting documentation kept entirely within France. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Gilbert is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Gilbert |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Live meeting capture across desktop, mobile and web |
| Standout feature | Compliance-oriented, structured meeting documentation | Structured reports with summaries, decisions and assigned actions |
| Team usage | Pre-meeting prep pages with agendas and background | Proprietary French language models and custom terminology dictionary |
| Integrations | Automated follow-up emails with summaries and action items | Natural-language search across past meetings |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Hosting in France on OVHcloud SecNumCloud infrastructure with no transatlantic data transfer |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Live meeting capture across desktop, mobile and web |
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.
Gilbert
Choose Gilbert if you need generating french meeting reports for sovereignty-sensitive sectors — strengths include strong french data-sovereignty posture with anssi-qualified secnumcloud hosting.
FinScribe
Gilbert
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Gilbert is strong for generating french meeting reports for sovereignty-sensitive sectors. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Gilbert 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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