FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Insight7: Insight7 is an AI-powered call and conversation analytics platform that transcribes and analyzes sales calls, customer interviews, and meetings to surface insights, score quality, and coach customer-facing teams. 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 Insight7 when synthesizing customer and user research interviews into themes and quotes at scale 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.
Insight7 is an AI-powered call and conversation analytics platform that transcribes and analyzes sales calls, customer interviews, and meetings to surface insights, score quality, and coach customer-facing teams.
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
Insight7 is an AI conversation-intelligence platform that captures, transcribes, and analyzes calls, meetings, and customer interviews for revenue, support, and research teams. It ingests conversations through integrations with Zoom, Google Meet, Microsoft Teams, Webex, RingCentral, and Dialpad, and also supports bulk upload of audio, video, and document files from cloud storage. Transcription is offered in 60+ languages with custom vocabulary support and automatic PII/PHI redaction. After transcribing, the platform identifies recurring themes and patterns, extracts key quotes, and lets users query datasets with an AI assistant and an analysis grid across many conversations. For customer-facing teams it adds AI call scoring against configurable rubrics, real-time live-assist prompts during calls, and AI coaching that generates roleplay scenarios from real calls. It targets sales, customer support, learning and development, compliance, and research teams, and emphasizes security with SOC 2, HIPAA, and GDPR alignment plus no training on customer data.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Insight7 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Insight7 |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Transcription of calls, meetings, and interviews in 60+ languages with custom vocabulary and PII/PHI redaction |
| Standout feature | Compliance-oriented, structured meeting documentation | Bulk upload and ingestion of audio, video, and document files from cloud storage |
| Team usage | Pre-meeting prep pages with agendas and background | Automatic extraction of themes, patterns, and key quotes across many conversations |
| Integrations | Automated follow-up emails with summaries and action items | AI call scoring against configurable rubrics for QA and compliance |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Real-time live-assist prompts and AI coaching with roleplay scenarios |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Integrations with Zoom, Google Meet, Microsoft Teams, Webex, RingCentral, and Dialpad |
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.
Insight7
Choose Insight7 if you need analyzing sales and customer calls to surface buying signals, objections, and coaching opportunities — strengths include combines transcription with theme extraction and cross-conversation analysis, not just notes.
FinScribe
Insight7
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Insight7 is strong for analyzing sales and customer calls to surface buying signals, objections, and coaching opportunities. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Insight7 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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