FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Metaview: AI notetaker and recruiting platform that joins interviews to auto-generate structured interview notes and feedback. 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 Metaview when hiring managers generating consistent interview feedback and scorecards matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
AI notetaker and recruiting platform that joins interviews to auto-generate structured interview notes and feedback.
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
Metaview is an AI recruiting platform built specifically around the hiring interview as a meeting type. Its notetaker joins recruiting and hiring-manager calls, transcribes the conversation, and produces structured interview notes and summaries the moment the call ends, so interviewers can focus on the candidate instead of writing things down. The notes can be shaped to match a team's interview templates and scorecards, and the platform also supports bulk import of transcripts captured elsewhere. Beyond the notetaker, Metaview has expanded into a broader recruiting workflow that includes candidate search, reporting and analytics on hiring conversations, and AI agents for sourcing and screening, all with human oversight. It is used by recruiters, hiring managers, and executive-search and agency teams ranging from startups to large enterprises. For directory purposes, the core relevance is its interview-specific meeting capture: instead of generic meeting notes, it generates recruiting-oriented documentation tied to the structure of a hiring conversation, helping teams keep candidate feedback consistent and avoid chasing interviewers for write-ups. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Metaview is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Metaview |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI notetaker that joins recruiting and interview calls and captures the conversation |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic structured interview notes and summaries delivered when the call ends |
| Team usage | Pre-meeting prep pages with agendas and background | Customizable note structures aligned to interview templates and scorecards |
| Integrations | Automated follow-up emails with summaries and action items | Bulk import of transcripts captured on other platforms |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Reporting and analytics across interview conversations |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Candidate search and AI sourcing/screening agents within the wider platform |
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.
Metaview
Choose Metaview if you need recruiters capturing structured notes from candidate screening calls — strengths include purpose-built for the hiring-interview meeting type rather than generic notes.
FinScribe
Metaview
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Metaview is strong for recruiters capturing structured notes from candidate screening calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Metaview is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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