FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Loka Note: AI meeting notes tool built for Nigerian users, transcribing and summarizing conversations across English, Hausa, Yoruba, and Nigerian Pidgin. 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 Loka Note when recording and summarizing in-person discussions by placing a phone on the table matters most. Run both through a week of actual calls to see which suits your workflow.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
AI meeting notes tool built for Nigerian users, transcribing and summarizing conversations across English, Hausa, Yoruba, and Nigerian Pidgin.
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
Loka Note is an AI meeting assistant aimed at the Nigerian market, designed to record, transcribe, summarize, and analyze conversations. Its defining feature is multilingual coverage of English, Hausa, Yoruba, and Nigerian Pidgin, including code-switching where speakers mix these languages within a single conversation. Loka Note records directly from the browser without requiring downloads, plugins, or a bot joining the call, and it can capture both remote calls and in-person discussions when a phone is placed on the table to pick up audio. After a meeting ends, the tool generates a structured summary with key decisions and action items, alongside a searchable transcript. An Ask Loka chat feature lets users query their past meetings in natural language, in English, Hausa, or Yoruba, to retrieve specific decisions or tasks. Summaries can be exported to PDF for sharing, and an archive keeps transcripts searchable over time. The product is live with sign-up, login, and subscription plans, positioning it as a locally optimized option for professionals in Nigeria. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Loka Note is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Loka Note |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Transcription and summaries with support for English, Hausa, Yoruba, and Nigerian Pidgin |
| Standout feature | Compliance-oriented, structured meeting documentation | Handling of code-switching between languages within a conversation |
| Team usage | Pre-meeting prep pages with agendas and background | Browser-based recording with no bot, app, or plugin required |
| Integrations | Automated follow-up emails with summaries and action items | Capture of both remote calls and in-person meetings |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Action item extraction and structured summaries |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Ask Loka natural-language chat over past meeting transcripts |
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.
Loka Note
Choose Loka Note if you need capturing client meetings conducted in mixed english and nigerian languages — strengths include strong support for nigerian languages including mixed-language speech.
FinScribe
Loka Note
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Loka Note is strong for capturing client meetings conducted in mixed english and nigerian languages. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Loka Note 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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