FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Lucy by Parami AI: Hong Kong AI meeting assistant from Parami AI built for Cantonese-English meetings with transcription, summaries, and translation. 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 Lucy by Parami AI when generating decision and action-point summaries for business teams matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Hong Kong AI meeting assistant from Parami AI built for Cantonese-English meetings with transcription, summaries, and translation.
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
Lucy is an AI meeting assistant developed by Parami AI, a Hong Kong-based company headquartered at Hong Kong Science Park. It is designed specifically for Hong Kong organizations where multilingual meetings are common, with particular emphasis on Cantonese-English code-switching that generic transcription models often struggle with. Lucy provides real-time transcription with speaker identification and intelligent summarization that captures key decisions, action points, and important details from a meeting. Its underlying AI model supports more than ten languages, including Cantonese, Mandarin, English, Thai, Korean, Japanese, and German, and offers multi-language real-time translation for cross-language meetings. For organizations with stricter requirements, Lucy emphasizes enterprise-grade security and offers local deployment options, along with asynchronous access so teams can review transcriptions and summaries after meetings. The product targets corporate users who want to reduce administrative overhead and streamline meeting documentation. The Lucy landing page includes detailed feature descriptions, a consultation booking form, and local contact channels such as a Science Park office address and phone and messaging support, indicating an actively offered commercial product. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Lucy by Parami AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Lucy by Parami AI |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time transcription with speaker identification |
| Standout feature | Compliance-oriented, structured meeting documentation | Intelligent summaries capturing decisions and action points |
| Team usage | Pre-meeting prep pages with agendas and background | Support for 10+ languages including Cantonese, Mandarin, and English |
| Integrations | Automated follow-up emails with summaries and action items | Specialized handling of Cantonese-English code-switching |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Multi-language real-time translation |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Enterprise-grade security with local deployment options |
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.
Lucy by Parami AI
Choose Lucy by Parami AI if you need documenting multilingual cantonese-english corporate meetings in hong kong — strengths include purpose-built for hong kong's cantonese-english meeting environment.
FinScribe
Lucy by Parami AI
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Lucy by Parami AI is strong for documenting multilingual cantonese-english corporate meetings in hong kong. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Lucy by Parami AI 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.
More head-to-head comparisons involving FinScribe and Lucy by Parami AI.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. The right pick comes down to team size, budget, and the workflows you want to automate.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Google Pinpoint: Google's research tool for journalists that transcribes audio and video interviews into searchable text alongside documents. This comparison weighs them on pricing, features, and everyday workflow fit.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Grava AI: Brazilian AI meeting recorder app (by MeuGuru) that records, transcribes with speaker identification, summarizes meetings and answers questions about recordings. Below, they line up on price, capture method, and how each fits a real meeting stack.