FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. JustCall: Cloud communications platform with AI call scoring, real-time agent assist, and conversation intelligence for sales coaching across voice and SMS. 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 JustCall when reps getting live on-screen objection-handling prompts during calls matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Cloud communications platform with AI call scoring, real-time agent assist, and conversation intelligence for sales coaching across voice and SMS.
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
JustCall is a cloud-based communications platform for sales and support teams that layers AI coaching and conversation intelligence on top of voice, SMS, and WhatsApp. Its AI Call Scoring automatically evaluates every conversation against custom frameworks such as BANT, MEDDIC, or proprietary scorecards, with per-question breakdowns that show where reps underperform and scores that sync back to CRM records. Real-Time Agent Assist delivers on-screen prompts during active calls, with cues for objection handling, script adherence, and compliance alerts for regulated conversations. The conversation intelligence layer produces AI-generated call summaries with action items, talk-to-listen ratio analysis, sentiment tracking, filler-word and dead-air detection, and searchable transcripts across all conversations. Calls are recorded and transcribed automatically with speaker identification and moment highlighting. For live management, whisper and barge modes let managers coach mid-call. JustCall is used by thousands of teams across sales coaching, contact-center, and compliance-heavy sectors, and integrates with major CRMs. Headquartered in San Francisco, it is a live, operating product as of 2025/2026 used for new-rep ramp, coaching, and conversation analysis. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); JustCall is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | JustCall |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | CRM integrations and multi-channel voice, SMS, and WhatsApp |
| Standout feature | Compliance-oriented, structured meeting documentation | AI Call Scoring against custom frameworks (BANT, MEDDIC, or proprietary scorecards) with per-question breakdowns |
| Team usage | Pre-meeting prep pages with agendas and background | Real-Time Agent Assist with on-screen prompts and compliance alerts during calls |
| Integrations | Automated follow-up emails with summaries and action items | AI-generated call summaries with action items |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Conversation intelligence: talk-to-listen ratio, sentiment, filler-word and dead-air detection |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Automatic call recording and transcription with speaker identification and moment highlighting |
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.
JustCall
Choose JustCall if you need sales teams scoring every call against meddic or bant and syncing results to the crm — strengths include custom scoring frameworks (bant, meddic) give structured, repeatable call evaluation.
FinScribe
JustCall
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while JustCall is strong for sales teams scoring every call against meddic or bant and syncing results to the crm. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and JustCall 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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