FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. MeetingNotes: Chrome extension that joins browser-based Meet, Zoom, and Teams calls to provide real-time transcription and a structured AI summary afterward. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and MeetingNotes when quickly turning a finished call into a structured summary with action items 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.
Chrome extension that joins browser-based Meet, Zoom, and Teams calls to provide real-time transcription and a structured AI summary afterward.
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
MeetingNotes (at meetingnotes.net) is an AI meeting notes Chrome extension that integrates with Google Meet, Zoom, and Microsoft Teams to capture meetings as they happen. Once installed and granted the required permissions, the extension records meeting content and provides real-time transcription, then produces a clear, structured AI summary as soon as the meeting ends so users do not have to take notes manually. Beyond raw transcripts, it highlights key insights and decisions and supports extracting action items, aiming to reduce the time spent reviewing long recordings. The product also offers an AI chat capability so users can ask questions and find specific topics or pain points within their captured meetings. As a lightweight browser-based tool, it targets individuals and small teams who want automatic notes across the major web conferencing platforms without standing up a heavier meeting-intelligence suite. The official site presents it as a real-time transcription and summary product with installation through the Chrome Web Store, and it is currently operating in 2025-2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); MeetingNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | MeetingNotes |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Chrome extension for Google Meet, Zoom, and Microsoft Teams |
| Standout feature | Compliance-oriented, structured meeting documentation | Real-time transcription during the meeting |
| Team usage | Pre-meeting prep pages with agendas and background | Structured AI summary generated automatically after the meeting |
| Integrations | Automated follow-up emails with summaries and action items | Highlights of key insights, decisions, and action items |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | AI chat to search and ask questions across captured meetings |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Installed and run directly from the Chrome Web Store |
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.
MeetingNotes
Choose MeetingNotes if you need solo professionals who want automatic notes across meet, zoom, and teams — strengths include lightweight, browser-based setup with no separate desktop app.
FinScribe
MeetingNotes
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while MeetingNotes is strong for solo professionals who want automatic notes across meet, zoom, and teams. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and MeetingNotes 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.
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