FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Lark Minutes: The AI meeting transcription and notes feature within the Lark productivity suite, turning video meetings into searchable transcripts with summaries. 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 Lark Minutes when distributed teams translating meeting minutes across languages 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.
The AI meeting transcription and notes feature within the Lark productivity suite, turning video meetings into searchable transcripts with summaries.
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
Lark Minutes is the meeting transcription and AI notes feature embedded in Lark, an all-in-one productivity suite that combines messaging, documents, calendar, and video meetings. Minutes automatically transcribes video meetings into transcripts that users can view, search, and collaborate on, so teams can focus on the discussion instead of manual note-taking. The transcripts are interactive: users can post comments on specific parts of the conversation or react with emojis, making the meeting record a collaborative document rather than a static file. Playback tools let users adjust speed, fast-forward or rewind to points of interest, and skip silent sections. Minutes pairs with Lark's AI Meeting Notes capability to produce smart summaries, and meeting minutes can be translated between languages with one click, which is useful for distributed and multilingual teams. Because it is part of the broader Lark suite, transcripts and notes sit alongside the calendar, chat, and documents that teams already use, keeping meeting output within the same workspace. Lark Minutes is positioned for organizations that want integrated meeting transcription and summaries inside their primary collaboration platform rather than adopting a separate standalone notetaker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Lark Minutes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Lark Minutes |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Automatic transcription of video meetings into searchable transcripts |
| Standout feature | Compliance-oriented, structured meeting documentation | AI-generated meeting summaries via Lark's AI Meeting Notes |
| Team usage | Pre-meeting prep pages with agendas and background | Collaborative transcripts with comments and emoji reactions on specific parts |
| Integrations | Automated follow-up emails with summaries and action items | One-click translation of meeting minutes between languages |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Playback controls including custom speed and silence skipping |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Integrated within the Lark suite alongside calendar, chat, and documents |
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.
Lark Minutes
Choose Lark Minutes if you need lark users transcribing and summarizing internal video meetings — strengths include built into the lark productivity suite, keeping notes with calendar and docs.
FinScribe
Lark Minutes
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Lark Minutes is strong for lark users transcribing and summarizing internal video meetings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Lark Minutes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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