FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Great Question: All-in-one UX research platform combining recruitment, scheduling, and AI analysis of interviews into a connected research repository. 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 Great Question when auto-summarizing and tagging interview sessions with ai 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.
All-in-one UX research platform combining recruitment, scheduling, and AI analysis of interviews into a connected research repository.
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
Great Question is a UX research platform that consolidates participant recruitment, study setup, and AI analysis into a single workflow for product managers, designers, UX researchers, and research operations teams. On the recruitment side it offers access to a large participant panel, the ability to build customer panels from CRM systems, automated screening, eligibility rules, incentive payments, and a research calendar for scheduling one-on-one, collective, or round-robin interviews. For conducting research it supports moderated user interviews, AI-moderated interviews, unmoderated prototype testing with Figma, surveys, card sorting, tree testing, and focus groups, with observer rooms for live team participation. After sessions, Great Question's AI analysis generates summaries, chapters, highlights, and tags, and builds a searchable research repository where transcripts, themes, highlight reels, and insights are connected so teams can query their entire body of research. It offers a wide range of integrations and an MCP that lets users run and analyze research from AI tools, and meets enterprise requirements with SOC 2 Type II, GDPR, and HIPAA compliance. The platform aims to take research from recruitment through synthesis without stitching together multiple tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Great Question is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Great Question |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI analysis generating summaries, chapters, highlights, and tags from interviews |
| Standout feature | Compliance-oriented, structured meeting documentation | Searchable research repository connecting transcripts, themes, and insights |
| Team usage | Pre-meeting prep pages with agendas and background | Participant recruitment from a large panel plus CRM-based custom panels |
| Integrations | Automated follow-up emails with summaries and action items | Scheduling, screening, eligibility rules, and incentive payments |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Moderated, AI-moderated, and unmoderated study methods including prototype testing |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | 50+ integrations plus an MCP for running research from AI tools |
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.
Great Question
Choose Great Question if you need recruiting participants and scheduling user interviews end to end — strengths include handles recruitment, study execution, and analysis in one platform.
FinScribe
Great Question
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Great Question is strong for recruiting participants and scheduling user interviews end to end. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Great Question 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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