FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. MeetMinder: Free, open-source, local-first AI meeting assistant that captures dual audio, transcribes in real time with local Whisper, and surfaces AI guidance through an invisible overlay. 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 MeetMinder when getting contextual ai prompts during live calls without revealing an overlay on screen shares 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.
Free, open-source, local-first AI meeting assistant that captures dual audio, transcribes in real time with local Whisper, and surfaces AI guidance through an invisible overlay.
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
MeetMinder is a free, open-source, local-first AI meeting assistant that captures, transcribes, and maps meeting discussions in real time. It records system audio and microphone input separately and transcribes them live, with the option to run a local Whisper model fully offline for privacy. AI assistance is provided through hotkey-triggered insights and can be powered by local models through Ollama or by cloud providers such as OpenAI, Azure OpenAI, and Google Gemini, giving users a choice between fully private and cloud-augmented setups. A knowledge base lets users upload documents and parse a resume or user profile so the assistant can give contextual, relevant guidance, and a topic graph helps track agenda items and the flow of discussion. The interface is designed to stay out of the way: it appears as a small horizontal overlay bar that does not show up in screen shares, which suits live calls and interviews. MeetMinder is released under the MIT License on GitHub and is actively maintained, with builds for Windows, macOS, and Linux and two interface options, a PyQt5 desktop UI and a lighter recommended web-based version. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); MeetMinder is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | MeetMinder |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time dual-audio transcription capturing system and microphone audio separately |
| Standout feature | Compliance-oriented, structured meeting documentation | Local Whisper transcription for fully offline operation |
| Team usage | Pre-meeting prep pages with agendas and background | AI insights via local Ollama models or cloud providers (OpenAI, Azure OpenAI, Gemini) |
| Integrations | Automated follow-up emails with summaries and action items | Knowledge base with document upload and resume/profile parsing for contextual assistance |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Topic graph for agenda tracking and discussion mapping |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Invisible overlay bar that does not appear in screen shares |
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.
MeetMinder
Choose MeetMinder if you need private, offline real-time transcription of meetings and interviews — strengths include free and open source under the mit license.
FinScribe
MeetMinder
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while MeetMinder is strong for private, offline real-time transcription of meetings and interviews. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and MeetMinder 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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