FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. MiaRec: MiaRec is an AI-powered call recording, transcription, and conversation intelligence platform for contact centers. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and MiaRec when compliance teams recording and redacting calls to meet pci/pii/phi requirements 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.
MiaRec is an AI-powered call recording, transcription, and conversation intelligence platform for contact centers.
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
MiaRec is a contact center intelligence platform built around compliant call recording, automatic speech-to-text transcription, and AI-driven conversation analytics. It captures voice interactions and can transcribe up to 100% of calls, automatically detecting and transcribing multiple languages within a single conversation. From those transcripts it generates structured call summaries, sentiment scores, and topic tags, and powers automated quality management (Auto QA) that evaluates interactions instead of relying on manual sampling. The platform also offers customer experience and revenue intelligence, screen recording, live monitoring, and automatic redaction of sensitive data such as card numbers, SSNs, and emails to support PCI DSS and PII/PHI compliance. It includes role-based access control, multi-tenant architecture, customizable retention policies, and API integration, and provides a tested integration for capturing Microsoft Teams contact center and back-office calls. MiaRec is aimed at contact center leaders, quality and compliance teams, sales managers, and customer service operations that need full visibility into recorded conversations rather than ad hoc sampling.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); MiaRec is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | MiaRec |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Automatic speech-to-text transcription of up to 100% of calls with multi-language detection |
| Standout feature | Compliance-oriented, structured meeting documentation | AI-generated call summaries, sentiment scoring, and topic/conversation tagging |
| Team usage | Pre-meeting prep pages with agendas and background | Automated quality management (Auto QA) that evaluates every interaction |
| Integrations | Automated follow-up emails with summaries and action items | Automatic redaction of sensitive data (card numbers, SSNs, emails) for PCI/PII/PHI compliance |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Live call monitoring and screen recording |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Microsoft Teams integration plus API access, multi-tenant architecture, and role-based access control |
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.
MiaRec
Choose MiaRec if you need contact centers transcribing and analyzing customer calls for quality assurance and coaching — strengths include transcribes and analyzes the full volume of calls rather than relying on manual sampling.
FinScribe
MiaRec
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while MiaRec is strong for contact centers transcribing and analyzing customer calls for quality assurance and coaching. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and MiaRec is custom pricing. 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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