FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. MaxIQ (EchoIQ): AI-native revenue intelligence platform whose EchoIQ module captures and analyzes sales conversations to update deal health and forecasts. 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 MaxIQ (EchoIQ) when coaching reps against sales methodologies using recorded call analysis 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.
AI-native revenue intelligence platform whose EchoIQ module captures and analyzes sales conversations to update deal health and forecasts.
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
MaxIQ (operated by Gyaan AI Inc.) is an AI-native revenue intelligence platform for B2B SaaS go-to-market teams that unifies forecasting, pipeline inspection, conversation intelligence, and post-sales visibility. Its conversation-intelligence component, EchoIQ, captures customer interactions across channels including meetings, calls, and emails, then translates them into insights that feed deal health, forecast accuracy, and retention models. EchoIQ is structured as a set of AI agents: an AI NoteTaker that auto-links conversations to the relevant deals and accounts, an AI Summarizer that produces briefs with decisions, risks, and next steps, an AI Coach that reviews calls against sales methodologies to surface coaching gaps, an AI Forecaster that adjusts win probability based on call signals, an AI Radar that monitors keywords and competitor mentions, and an AI Taskmaster that converts action items into tracked tasks. The platform also offers meeting preparation, live transcription during calls, real-time assistance, and automatic CRM updates. EchoIQ sits alongside MaxIQ's InspectIQ and ForecastIQ engines for deal inspection and forecasting. It is aimed at sales, customer success, and revenue operations teams that want conversation data tied directly to pipeline and forecasting rather than analyzed in isolation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); MaxIQ (EchoIQ) is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | MaxIQ (EchoIQ) |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Automatic capture of conversations across meetings, calls, and emails |
| Standout feature | Compliance-oriented, structured meeting documentation | Live transcription and real-time meeting assistance |
| Team usage | Pre-meeting prep pages with agendas and background | AI NoteTaker that links conversations to deals and accounts plus AI Summarizer briefs |
| Integrations | Automated follow-up emails with summaries and action items | AI Coach that reviews calls against sales methodologies to surface coaching gaps |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | AI Forecaster that adjusts win probability based on call signals |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Automatic CRM updates and AI Taskmaster action-item tracking |
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.
MaxIQ (EchoIQ)
Choose MaxIQ (EchoIQ) if you need capturing and summarizing sales calls and syncing insights into deal records — strengths include conversation intelligence is tied directly to forecasting and deal-health models, not siloed.
FinScribe
MaxIQ (EchoIQ)
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while MaxIQ (EchoIQ) is strong for capturing and summarizing sales calls and syncing insights into deal records. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and MaxIQ (EchoIQ) 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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