FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Jiminny: Conversation intelligence and coaching for revenue teams Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Jiminny when call review and training 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.
Conversation intelligence and coaching for revenue 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
Jiminny is a conversation-intelligence and coaching platform for revenue teams that records, transcribes, and analyzes sales calls and meetings. It captures conversations across major conferencing platforms and dialers, generates summaries and action items, and provides analytics on talk-time, topics, and other signals so managers can coach reps effectively. Jiminny emphasizes a positive coaching culture: it makes it easy to review calls, leave feedback, and build call libraries of great conversations for training. It connects to CRMs so call data and next steps sync into the pipeline automatically, giving leaders visibility into deals and rep performance. Jiminny is typically adopted by mid-market sales and customer-success teams that want recording, coaching, and revenue intelligence in one platform. Because it is built around the sales workflow, it is most useful for organizations that treat coaching and call review as central to hitting their numbers. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Salesforce, HubSpot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Jiminny is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Jiminny |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Recording and transcription |
| Standout feature | Compliance-oriented, structured meeting documentation | AI summaries and action items |
| Team usage | Pre-meeting prep pages with agendas and background | Coaching and call libraries |
| Integrations | Automated follow-up emails with summaries and action items | Talk-time and topic analytics |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | CRM integrations |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Recording and transcription |
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.
Jiminny
Choose Jiminny if you need sales coaching and feedback — strengths include strong, coaching-focused workflow.
FinScribe
Jiminny
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Jiminny is strong for sales coaching and feedback. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Jiminny is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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