FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. HiDock: AI note-taking hardware (docks, recorders, mini devices) paired with the HiNotes app to transcribe and summarize meetings. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and HiDock when capturing phone calls and bluetooth-earphone conversations for notes 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 note-taking hardware (docks, recorders, mini devices) paired with the HiNotes app to transcribe and summarize meetings.
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
HiDock is a hardware-and-software brand built around capturing meeting audio and turning it into transcripts and summaries through its companion HiNotes service. The product line includes USB-C docking stations such as the H1E and the O1 meeting-room dock, the HiDock P1 voice recorder for Bluetooth earphones, and the P1 mini for capturing phone calls and in-person conversations. The devices capture two-way audio from video calls, phone calls, and face-to-face meetings, including a proprietary BlueCatch technology that records through standard Bluetooth earbuds. Captured audio is sent to HiNotes, which auto-transcribes it and generates AI summaries using tailored templates organized by profession, such as sales, engineering, HR, and education. HiDock markets unlimited AI transcription across many languages, and because recording happens on the device or dock rather than through a meeting bot, no extra participant needs to join the call. The approach suits people who hold in-person or mixed meetings and want a dedicated capture device rather than a browser bot. HiNotes is available as a mobile and web app that turns recordings into searchable, actionable notes. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); HiDock is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | HiDock |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Hardware capture devices (docks, recorders, phone-call mini) for video, phone, and in-person meetings |
| Standout feature | Compliance-oriented, structured meeting documentation | HiNotes companion app for transcription and AI summaries |
| Team usage | Pre-meeting prep pages with agendas and background | BlueCatch recording through standard Bluetooth earphones |
| Integrations | Automated follow-up emails with summaries and action items | Profession-specific summary templates |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Multi-language transcription support |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Bot-free capture that does not require others to join via an assistant |
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.
HiDock
Choose HiDock if you need recording and summarizing in-person and conference-room meetings — strengths include dedicated hardware works well for in-person and mixed meetings, not just web calls.
FinScribe
HiDock
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while HiDock is strong for recording and summarizing in-person and conference-room meetings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and HiDock 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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