FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Luster: AI Predictive Enablement platform that pairs realistic sales roleplay with live-call analysis to find and close rep skill gaps. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Luster when identifying which reps are at risk of underperforming on upcoming deals 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.
AI Predictive Enablement platform that pairs realistic sales roleplay with live-call analysis to find and close rep skill gaps.
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
Luster is a sales enablement platform that describes its approach as Predictive Enablement, combining AI-powered roleplay practice with analysis of real sales conversations. Reps rehearse high-stakes scenarios such as discovery calls and objection handling against AI buyer personas tuned to different sales stages, personas, and deal sizes, and receive feedback designed to surface where they are likely to struggle before those weaknesses show up in live deals. The platform pairs this practice environment with a live-call analysis capability the company calls EchoIQ, which reviews actual customer calls to detect how well reps apply the skills they have been practicing and where execution gaps remain. For managers and enablement leaders, Luster provides predictive insights into skill readiness, prescriptive guidance for onboarding and hiring, certification workflows, and AI-assisted coaching so that practice can be scaled across a go-to-market team. Luster is aimed at sales reps, frontline managers, and enablement teams who want to connect roleplay performance to real revenue outcomes rather than treating training as a one-off event. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Luster is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Luster |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI roleplay environment for rehearsing discovery, objection handling, and other high-stakes scenarios |
| Standout feature | Compliance-oriented, structured meeting documentation | Buyer personas configurable by sales stage, persona type, and deal size |
| Team usage | Pre-meeting prep pages with agendas and background | EchoIQ live-call analysis that reviews real customer conversations for skill application |
| Integrations | Automated follow-up emails with summaries and action items | Predictive insights that flag rep readiness risk and skill gaps |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | AI-assisted coaching tools for managers to scale feedback |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Certification and onboarding workflows for enablement teams |
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.
Luster
Choose Luster if you need letting sdrs and aes rehearse cold calls and discovery conversations with ai buyers before live calls — strengths include connects practice performance with analysis of real live calls rather than roleplay alone.
FinScribe
Luster
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Luster is strong for letting sdrs and aes rehearse cold calls and discovery conversations with ai buyers before live calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Luster 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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