FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Jamie: A bot-free AI meeting assistant that records, transcribes, and summarizes online and in-person meetings via a desktop app, producing notes and action items in 99+ languages. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Jamie when documenting in-person meetings without a recording bot 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.
A bot-free AI meeting assistant that records, transcribes, and summarizes online and in-person meetings via a desktop app, producing notes and action items in 99+ languages.
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
Jamie is an AI meeting note-taker built around a privacy-first, "bot-free" approach: instead of sending a bot into your call, it runs as a desktop app (plus an iPhone app) and captures audio locally, so it works with any online meeting platform as well as hybrid and in-person meetings. After each meeting it produces structured notes, a full transcript, and identified action items, and supports speaker recognition with auto-labeling and speaker memory. Its "Ask Jamie" chat lets you query past meetings to surface earlier details. Jamie generates summaries in 99+ languages and integrates with tools including Notion, Google Docs, OneNote, and HubSpot, with additional CRM and project integrations (Salesforce, Asana) on higher tiers. It emphasizes compliance with GDPR, EU data hosting, and not training models on customer data. The free plan covers 10 meetings per month with a 30-minute duration limit.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Jamie is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Jamie |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Bot-free recording |
| Standout feature | Compliance-oriented, structured meeting documentation | Transcription & summaries |
| Team usage | Pre-meeting prep pages with agendas and background | Action item detection |
| Integrations | Automated follow-up emails with summaries and action items | Ask Jamie (meeting Q&A) |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Speaker labeling & memory |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Bot-free recording |
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.
Jamie
Choose Jamie if you need capturing meeting notes and action items while staying fully present in the conversation — strengths include bot-free: captures audio locally via a desktop app, so no bot joins or appears in the call.
FinScribe
Jamie
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Jamie is strong for capturing meeting notes and action items while staying fully present in the conversation. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Jamie is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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