FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Glinky when building targeted prospect lists with natural-language search and enrichment 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.
AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the 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
Glinky is an AI revenue intelligence platform for sales teams that combines outbound prospecting with meeting capture. Its call-intelligence side functions as an AI notetaker that records and transcribes sales conversations so reps can focus on the call rather than typing notes; every detail is captured, organized, and synced automatically to the connected CRM. The platform includes native speaker recognition and automated follow-ups, positioning the meeting workflow as bot-free note-taking that turns conversations into structured, actionable records. Alongside the notetaker, Glinky offers lead generation features that let users describe an ideal buyer in plain language or use advanced filters across role, industry, company size, revenue, and location, with contact enrichment for email and phone, outreach sequences, and the ability to export lists or push them directly into a CRM. The result is a single tool that aims to support the full motion from finding prospects to capturing and documenting the meetings that follow. Glinky is aimed at SDRs, AEs, and small sales teams that want pipeline growth and automatic meeting documentation without juggling separate prospecting and note-taking tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Glinky is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Glinky |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI notetaker that records, transcribes, and organizes sales calls |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic syncing of call details and follow-ups to the CRM |
| Team usage | Pre-meeting prep pages with agendas and background | Native speaker recognition for clearer transcripts |
| Integrations | Automated follow-up emails with summaries and action items | Natural-language and filter-based lead discovery with contact enrichment |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Outreach sequences and list export to CSV or CRM |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Bot-free meeting capture workflow |
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.
Glinky
Choose Glinky if you need capturing and documenting sales calls automatically into the crm — strengths include combines prospecting and meeting capture in one platform.
FinScribe
Glinky
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Glinky is strong for capturing and documenting sales calls automatically into the crm. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Glinky is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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