FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Krisp: AI noise cancellation plus meeting recording, notes and action items 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 Krisp when clear audio for remote and call-center teams 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.
AI noise cancellation plus meeting recording, notes and action items
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
Krisp removes background noise, background voices, and echo at the device level, so it works across Zoom, Google Meet, Microsoft Teams, and virtually any conferencing or calling app. Beyond noise cancellation, paid plans add unlimited AI meeting notes, transcription, recording, and accent conversion. The free plan covers 60 minutes of noise cancellation per day; AI meeting notes come with a 7-day trial and then require a paid plan.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Krisp is from $8/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Krisp |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI noise cancellation |
| Standout feature | Compliance-oriented, structured meeting documentation | AI meeting notes |
| Team usage | Pre-meeting prep pages with agendas and background | Transcription |
| Integrations | Automated follow-up emails with summaries and action items | Accent conversion |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | AI noise cancellation |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | AI meeting notes |
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.
Krisp
Choose Krisp if you need removing background noise on calls — strengths include best-in-class ai noise, voice, and echo cancellation.
FinScribe
Krisp
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Krisp is strong for removing background noise on calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Krisp is from $8/mo. 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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