FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. InnoCaption: InnoCaption is a real-time call and meeting captioning service for people with hearing loss, providing live captions for phone calls and video conferences via mobile apps and the web. 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 InnoCaption when making and receiving captioned phone calls independently 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.
InnoCaption is a real-time call and meeting captioning service for people with hearing loss, providing live captions for phone calls and video conferences via mobile apps and the web.
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
InnoCaption is a captioning service built for deaf and hard-of-hearing users in the United States that displays real-time text of what others say during phone calls and video meetings. Users speak with their own voice and read captions generated either by live human stenographers or by automated speech recognition, switching between the two as needed. The mobile apps run on iOS and Android phones and tablets, and InnoCaption Web brings captioning to a browser. For virtual meetings, the InnoCaption Bot can join Zoom, Google Meet, Microsoft Teams, and Webex calls from a pasted meeting link, showing live captions with speaker identification; a dial-in method is also supported. Past call and meeting transcripts are saved and can be reviewed, emailed, or shared via a live-caption link that others open in any browser without logging in. The service is FCC-certified and funded through the federal Telecommunications Relay Services Fund. It is aimed at individuals with hearing loss who need accessible phone and meeting communication.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); InnoCaption is free (free). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | InnoCaption |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time captioning of phone calls and video meetings |
| Standout feature | Compliance-oriented, structured meeting documentation | Choice of live human stenographers or automated speech recognition |
| Team usage | Pre-meeting prep pages with agendas and background | InnoCaption Bot joins Zoom, Google Meet, Microsoft Teams, and Webex with speaker identification |
| Integrations | Automated follow-up emails with summaries and action items | InnoCaption Web for captioning calls and meetings in a browser |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Saved call and meeting transcripts that can be reviewed or emailed |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Shareable live-caption link viewable in any browser without login |
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.
InnoCaption
Choose InnoCaption if you need captioning work video meetings on zoom, teams, meet, or webex for hard-of-hearing participants — strengths include free to eligible users, funded by the fcc telecommunications relay services fund.
FinScribe
InnoCaption
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while InnoCaption is strong for captioning work video meetings on zoom, teams, meet, or webex for hard-of-hearing participants. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and InnoCaption is free. 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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