FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Knoi: AI meeting assistant that records, transcribes, summarizes, and translates meetings, with team organization and Q&A. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Knoi when running cross-border meetings with live korean-english translation 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.
AI meeting assistant that records, transcribes, summarizes, and translates meetings, with team organization and Q&A.
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
Knoi is an AI meeting assistant that records meetings and converts conversations into text in real time, then automatically generates summaries, highlights, and action items the moment a meeting ends. Built by Buzzni and available as a mobile app, Knoi focuses on capturing the full flow of a discussion so users can follow along live and revisit decisions afterward. It includes real-time translation across several languages, including Korean and English, to support meetings with global teams, and it organizes meeting notes into channels by team, project, or department so past meetings can be searched with context. An AI question-and-answer feature lets users ask questions such as what was decided in a meeting and receive context-aware answers drawn from the transcript. Knoi also supports custom summary templates for outputs like weekly reports and team updates, allowing users to tailor notes to their workflow. On the security side, the product describes encryption of meeting content and ongoing system monitoring. Knoi is presented as an actively operating product aimed at teams and professionals who want automated meeting documentation, organization, and multilingual support. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Knoi is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Knoi |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time meeting recording and transcription |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic summaries, highlights, and action items after meetings |
| Team usage | Pre-meeting prep pages with agendas and background | Live translation across multiple languages including Korean and English |
| Integrations | Automated follow-up emails with summaries and action items | Channel-based organization of notes by team, project, or department |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | AI Q&A that answers questions about meeting content |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Custom summary templates for reports and updates |
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.
Knoi
Choose Knoi if you need documenting and summarizing team meetings automatically — strengths include strong support for korean-english multilingual meetings.
FinScribe
Knoi
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Knoi is strong for documenting and summarizing team meetings automatically. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Knoi 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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