FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. HoverNotes: Chrome extension that watches lecture and course videos with you and generates AI notes saved as Markdown. 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 HoverNotes when capturing code and diagrams from technical youtube lectures 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.
Chrome extension that watches lecture and course videos with you and generates AI notes saved as Markdown.
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
HoverNotes is an AI-powered note-taking tool delivered as a Chrome extension, designed for students and learners who study from recorded lectures and online course videos. Rather than relying on audio transcription alone, HoverNotes analyzes video frames as you watch, so it can capture on-screen context such as code snippets, mathematical equations, and diagrams alongside spoken content. The extension generates AI notes while you watch and saves them as plain Markdown files directly to your local file system, which makes them easy to use with tools like Obsidian or other Markdown-based knowledge bases. Users can also capture single-click screenshots embedded with clickable timestamps that jump back to the exact moment in the video. HoverNotes works across common video learning platforms including YouTube, Coursera, Udemy, LinkedIn Learning, Bilibili, and university lecture portals. It runs on a freemium model with a limited monthly allotment of AI note generation on the free plan and paid tiers for heavier use. The tool is best suited to self-directed learners studying from video, and its local-Markdown approach appeals to people who want full ownership of their notes. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); HoverNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | HoverNotes |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Chrome extension that generates AI notes while watching videos |
| Standout feature | Compliance-oriented, structured meeting documentation | Video frame analysis to capture on-screen code, equations, and diagrams |
| Team usage | Pre-meeting prep pages with agendas and background | Notes saved locally as Markdown files for use in Obsidian and similar tools |
| Integrations | Automated follow-up emails with summaries and action items | One-click timestamped screenshots that link back to the video moment |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Support for YouTube, Coursera, Udemy, LinkedIn Learning, Bilibili, and lecture portals |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Freemium plan with paid tiers for more usage |
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.
HoverNotes
Choose HoverNotes if you need taking notes from coursera and udemy course videos — strengths include captures visual on-screen content, not just audio, for technical lectures.
FinScribe
HoverNotes
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while HoverNotes is strong for taking notes from coursera and udemy course videos. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and HoverNotes is a free tier with paid upgrades. 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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