FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Sam (HeySam): Multi-agent AI sales copilot that joins calls, records and analyzes meetings, and assists sales engineers in Slack. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Sam (HeySam) when capturing and sharing meeting summaries and crm updates in slack 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.
Multi-agent AI sales copilot that joins calls, records and analyzes meetings, and assists sales engineers in Slack.
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
Sam, from HeySam, is a multi-agent AI sales copilot designed to capture, analyze, and act on insights from sales conversations. It joins and records calls across Zoom, Microsoft Teams, and Google Meet, then turns the meeting data into call summaries, video recaps, and CRM updates that are delivered into Slack, where many of its users work. A distinguishing feature is its AI Sales Engineer agent, which provides real-time call support and answers technical product questions on Slack, helping reps respond to buyer queries without pulling in a human sales engineer for every meeting. Additional agents include an AI RFP Copilot that completes RFPs in Google Sheets using data drawn from calls, an Ask AI customer-facing bot for documentation and communities, and a Sizzle Reel feature that produces short video summaries for follow-ups. Positioned as conversation intelligence for startups that live in Slack, Sam is aimed at sales representatives, sales engineers, sales managers, and broader go-to-market teams that want to automatically share technical expertise and capture insights from every sales meeting. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Sam (HeySam) is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Sam (HeySam) |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Joins and records calls on Zoom, Teams, and Google Meet |
| Standout feature | Compliance-oriented, structured meeting documentation | AI Sales Engineer that answers technical questions in real time on Slack |
| Team usage | Pre-meeting prep pages with agendas and background | Call summaries, video recaps, and CRM updates delivered to Slack |
| Integrations | Automated follow-up emails with summaries and action items | AI RFP Copilot that completes RFPs in Google Sheets from call data |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Sizzle Reel short video summaries for follow-ups |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Customer-facing Ask AI bot for documentation and communities |
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.
Sam (HeySam)
Choose Sam (HeySam) if you need supporting reps with real-time technical answers during sales calls — strengths include surfaces sales-engineering expertise on calls without a human se on every meeting.
FinScribe
Sam (HeySam)
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Sam (HeySam) is strong for supporting reps with real-time technical answers during sales calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Sam (HeySam) 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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