FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. 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 FinScribe when documenting financial advisor client review and planning meetings matters most, and Goelo when producing methodology-aligned summaries for sales reviews matters most. Try them side by side on real calls before deciding — needs vary by team.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries.
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
Goelo is an AI conversational intelligence platform for sales teams that records, transcribes, and summarizes customer meetings, then uses that information to automatically populate CRM data. Its workflow centers on three steps: call, click, and sync, designed to move information from a sales conversation into the CRM with minimal manual effort. Goelo's AI assistant joins meetings across video conferencing platforms such as Zoom, Google Meet, and Microsoft Teams, and produces structured summaries that capture elements like the introduction, key insights, important numbers, and next steps, with support for common sales methodologies including MEDDIC, BANT, and SPICED. By analyzing conversations throughout the sales cycle, it can keep customer records updated automatically, addressing the common problem of incomplete or out-of-date CRM data. Goelo integrates with workspace tools like Google Workspace and Microsoft 365 and with Salesforce as a primary CRM integration for auto-filling fields. The platform is aimed at sales teams and revenue organizations that want to reduce time spent on post-call administration, improve CRM data quality, and keep summaries aligned with their chosen sales framework so reps can focus more on selling. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Goelo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Goelo |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI assistant that records and transcribes sales meetings |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic CRM data population from conversations |
| Team usage | Pre-meeting prep pages with agendas and background | Structured summaries covering insights, key numbers, and next steps |
| Integrations | Automated follow-up emails with summaries and action items | Support for MEDDIC, BANT, and SPICED sales methodologies |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Works with Zoom, Google Meet, and Microsoft Teams |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Integrations with Salesforce, Google Workspace, and Microsoft 365 |
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.
Goelo
Choose Goelo if you need automatically updating crm records after sales calls — strengths include streamlines moving meeting data into the crm with minimal manual entry.
FinScribe
Goelo
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Goelo is strong for automatically updating crm records after sales calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Goelo 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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