FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gong: Gong is an enterprise revenue-intelligence platform that automatically records, transcribes, and analyzes sales calls and video meetings to surface summaries, insights, and coaching. 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 Gong when coaching reps with data-backed insights from real conversations 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.
Gong is an enterprise revenue-intelligence platform that automatically records, transcribes, and analyzes sales calls and video meetings to surface summaries, insights, and coaching.
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
Gong is a "Revenue AI" platform built for sales and revenue teams that captures and analyzes customer interactions across calls, video meetings, and email. It automatically records and transcribes conversations from Zoom, Microsoft Teams, and Google Meet, then applies AI to generate call summaries, highlights, topic and keyword detection, sentiment and talk-ratio analysis, and suggested action items. Managers use it for data-backed coaching grounded in real conversations, while AI agents can draft follow-ups and update CRM records. Gong integrates with Salesforce, HubSpot, and Microsoft Dynamics CRMs, plus Slack, Zapier, and LinkedIn Sales Navigator, and lists 250+ partners through its Gong Collective ecosystem. Beyond conversation intelligence, the broader platform adds forecasting, sales engagement, and enablement modules. Gong is aimed at larger sales organizations rather than individual users, and the company reports more than 5,000 customers as of 2026.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Gong is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Gong |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Call & meeting recording |
| Standout feature | Compliance-oriented, structured meeting documentation | AI transcription & summaries |
| Team usage | Pre-meeting prep pages with agendas and background | Topic & sentiment analysis |
| Integrations | Automated follow-up emails with summaries and action items | Coaching insights |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | CRM integration |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Call & meeting recording |
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.
Gong
Choose Gong if you need recording and transcribing sales calls and video meetings for review — strengths include automatically records and transcribes calls and meetings across zoom, microsoft teams, and google meet.
FinScribe
Gong
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Gong is strong for recording and transcribing sales calls and video meetings for review. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Gong 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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