FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. MeetMinutes: An AI notetaker that records, transcribes, and summarizes online and offline meetings across major platforms with multilingual support. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and MeetMinutes when capturing and summarizing multilingual or mixed-language meetings 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.
An AI notetaker that records, transcribes, and summarizes online and offline meetings across major platforms with multilingual support.
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
MeetMinutes is an AI-powered notetaker that records, transcribes, and summarizes both online and offline meetings. It integrates with major meeting platforms including Google Meet, Microsoft Teams, and Zoom, and syncs with Google Calendar and Microsoft Calendar so meetings can be captured automatically as they are scheduled. A notable emphasis is multilingual transcription, with the company describing support for multiple languages within the same meeting. After a meeting, MeetMinutes produces AI summaries and converts discussion into action items that can be pushed into compatible to-do tools. It offers search across meetings to locate specific words and timestamps, and a chat interface that lets users query their meetings through an AI assistant. The platform emphasizes data protection with GDPR compliance, encrypted storage, and secure transmission. MeetMinutes is oriented toward enterprises and teams seeking to reduce manual note-taking and standardize meeting documentation, and it states that it is used by a range of larger organizations. It suits teams that hold meetings across several platforms and need consistent, searchable summaries and action-item tracking. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); MeetMinutes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | MeetMinutes |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Records, transcribes, and summarizes online and offline meetings |
| Standout feature | Compliance-oriented, structured meeting documentation | Integrations with Google Meet, Microsoft Teams, and Zoom |
| Team usage | Pre-meeting prep pages with agendas and background | Google and Microsoft calendar sync for automatic capture |
| Integrations | Automated follow-up emails with summaries and action items | Multilingual transcription, including multiple languages in one meeting |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Action items that export to compatible to-do tools |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Search across meetings by word and timestamp, plus an AI chat interface |
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.
MeetMinutes
Choose MeetMinutes if you need teams running meetings across zoom, teams, and google meet — strengths include strong multilingual support, including mixed-language meetings.
FinScribe
MeetMinutes
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while MeetMinutes is strong for teams running meetings across zoom, teams, and google meet. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and MeetMinutes 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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