FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Google Gemini in Meet: Gemini's AI meeting assistant built into Google Meet that takes notes, writes summaries and action items to a Google Doc, and provides translated captions during calls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Google Gemini in Meet when letting participants focus on the conversation instead of typing notes 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.
Gemini's AI meeting assistant built into Google Meet that takes notes, writes summaries and action items to a Google Doc, and provides translated captions during calls.
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
Gemini in Google Meet is Google's built-in AI meeting assistant, available to eligible Google Workspace subscribers rather than as a standalone app. Its "Take notes for me" feature automatically captures meeting notes, summaries, and action items and saves them to a Google Doc that is shared with the organizer and attached to the calendar event; a "summary so far" lets latecomers catch up. It also offers real-time translated captions and AI audio/video enhancements such as studio lighting, studio sound, and noise cancellation. Because it lives inside Meet, it works only for Google Meet calls and not Zoom, Microsoft Teams, or Webex. It is included in Workspace Business Standard, Business Plus, and Enterprise plans (and Gemini/Frontline editions), but not Business Starter. Notes integrate natively with Google Docs, Drive, and Calendar across the Workspace ecosystem. English and several additional languages are supported.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Google Gemini in Meet is from $14/mo (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Google Gemini in Meet |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Take notes for me |
| Standout feature | Compliance-oriented, structured meeting documentation | Meeting summaries & action items |
| Team usage | Pre-meeting prep pages with agendas and background | Translated captions |
| Integrations | Automated follow-up emails with summaries and action items | Studio look, lighting & sound |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Google Docs/Calendar integration |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Take notes for me |
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.
Google Gemini in Meet
Choose Google Gemini in Meet if you need automatically capturing notes and action items for internal team meetings in google meet — strengths include built directly into google meet, so there is no third-party bot to add to calls.
FinScribe
Google Gemini in Meet
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Google Gemini in Meet is strong for automatically capturing notes and action items for internal team meetings in google meet. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Google Gemini in Meet is from $14/mo. 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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