FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Koji: AI-native customer research platform whose AI interviewer runs voice and text discovery conversations at scale, then synthesizes themes automatically. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Koji when building personas and validating early product concepts 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.
AI-native customer research platform whose AI interviewer runs voice and text discovery conversations at scale, then synthesizes themes automatically.
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
Koji is an AI-native customer research platform built around an AI interviewer that conducts natural, in-depth conversations with research participants at scale, removing the need to schedule and moderate live discovery calls one at a time. Teams describe what they want to learn, and an AI research agent helps define goals and generate an interview guide. The AI then runs the interviews asynchronously in either a text chat or spoken voice format, asking adaptive follow-up questions and probing for depth as a human moderator would. Each completed conversation is analyzed automatically for key moments and sentiment, and findings are synthesized across all interviews into study-wide reports surfacing themes, patterns, and recommendations, with every insight traceable back to the participant quote that supports it rather than presented as a black-box summary. Koji is used for exploratory work such as discovery, persona development, and market strategy, as well as concept and messaging testing. The product is operated from Amsterdam with EU data residency and GDPR compliance, offers a freemium entry point, and integrates with tools including Claude, ChatGPT, Cursor, and Notion via an MCP server. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Koji is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Koji |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Insights traceable back to specific participant quotes |
| Standout feature | Compliance-oriented, structured meeting documentation | AI interviewer that runs asynchronous voice and text discovery conversations at scale |
| Team usage | Pre-meeting prep pages with agendas and background | AI research agent that drafts research goals and interview guides from a brief |
| Integrations | Automated follow-up emails with summaries and action items | Automatic per-interview analysis with key moments and sentiment |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Cross-interview synthesis into study-wide themes, patterns, and recommendations |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | MCP integrations with Claude, ChatGPT, Cursor, and Notion |
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.
Koji
Choose Koji if you need running exploratory discovery interviews without scheduling live calls — strengths include removes scheduling overhead by running many interviews in parallel and asynchronously.
FinScribe
Koji
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Koji is strong for running exploratory discovery interviews without scheduling live calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Koji 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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