FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Listen Labs: Enterprise AI customer research platform that recruits participants, runs AI-moderated interviews, and delivers executive-ready insight reports. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Listen Labs when enterprise concept and prototype testing with recruited participants 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.
Enterprise AI customer research platform that recruits participants, runs AI-moderated interviews, and delivers executive-ready insight reports.
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
Listen Labs is an AI-first customer research platform that automates the qualitative research workflow end to end, from study design and participant recruitment through AI-moderated interviews to insight delivery. Its AI interviewer conducts personalized, in-depth conversations with each participant, asking follow-up questions and understanding context without a human moderator, and the platform supports video, audio, and text formats in 100-plus languages with automatic translation and transcription. Studies can incorporate stimuli such as videos, images, and Figma prototypes, and recruitment draws on a global network of tens of millions of qualified participants, with the option to integrate existing recruitment providers or bring your own audience. Once interviews complete, Listen Labs automatically packages results into executive-ready outputs, surfacing key themes and takeaways, generating personas, and producing highlight reels and slide decks, with turnaround measured in hours rather than the weeks typical of traditional research. The company is venture-backed and reports use by large consumer and technology brands, positioning the platform for enterprises looking to replace or supplement surveys and traditional market research with scalable AI-led interviews. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Listen Labs is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Listen Labs |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI interviewer running personalized video, audio, and text interviews |
| Standout feature | Compliance-oriented, structured meeting documentation | Global participant recruitment with bring-your-own-audience option |
| Team usage | Pre-meeting prep pages with agendas and background | Stimulus testing with videos, images, and Figma prototypes |
| Integrations | Automated follow-up emails with summaries and action items | Automated key themes, takeaways, and persona generation |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Executive-ready reports with highlight reels and slide decks |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Support for 100+ languages with translation and transcription |
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.
Listen Labs
Choose Listen Labs if you need replacing or supplementing surveys with scalable ai-led customer interviews — strengths include end-to-end automation from recruitment to executive-ready deliverables.
FinScribe
Listen Labs
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Listen Labs is strong for replacing or supplementing surveys with scalable ai-led customer interviews. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Listen Labs 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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