FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Meeting Metrics: Swiss AI meeting intelligence platform with transcription, summaries and analytics, processed and stored on Swiss servers. 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 Meeting Metrics when searching and querying past meeting content via chat 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.
Swiss AI meeting intelligence platform with transcription, summaries and analytics, processed and stored on Swiss servers.
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
Meeting Metrics is a Swiss AI meeting intelligence platform operated by Meeting Metrics GmbH, based in St. Gallen, Switzerland, and associated with Emini Arts GmbH. It provides automatic transcription, summaries and analysis of meetings, supporting many languages with a particular emphasis on German and Swiss German dialects. Beyond producing transcripts, the platform offers speaker recognition, customizable summary templates, task management and an interactive chat function that lets users search and ask questions about meeting content. A central theme of the product is Swiss data sovereignty: audio files are processed and stored on Swiss servers, and enterprise plans can run local AI on Swiss infrastructure without relying on external APIs, with on-premise deployment under evaluation for sectors such as banking. The company notes ongoing development of mobile apps and integrations with conferencing platforms. Meeting Metrics is aimed at Swiss and DACH organizations that need accurate German and Swiss German meeting documentation combined with analytics, while keeping all processing inside Switzerland for compliance and confidentiality reasons. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Meeting Metrics is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Meeting Metrics |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Automatic transcription, summaries and meeting analytics |
| Standout feature | Compliance-oriented, structured meeting documentation | Speaker recognition with customizable summary templates |
| Team usage | Pre-meeting prep pages with agendas and background | Interactive chat to search and query meeting content |
| Integrations | Automated follow-up emails with summaries and action items | Strong German and Swiss German language support across many languages |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Processing and storage on Swiss servers, with local-AI enterprise options |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Automatic transcription, summaries and meeting analytics |
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.
Meeting Metrics
Choose Meeting Metrics if you need transcribing and analyzing german and swiss german meetings — strengths include swiss data sovereignty with processing and storage in switzerland.
FinScribe
Meeting Metrics
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Meeting Metrics is strong for transcribing and analyzing german and swiss german meetings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Meeting Metrics 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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