FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Microsoft Teams Copilot: Microsoft 365 Copilot inside Teams summarizes meetings, surfaces who said what, captures action items, and answers questions about the discussion during and after calls. 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 Microsoft Teams Copilot when catching up on a teams meeting you joined late or missed 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.
Microsoft 365 Copilot inside Teams summarizes meetings, surfaces who said what, captures action items, and answers questions about the discussion during and after calls.
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
Copilot in Microsoft Teams is the AI meeting assistant built into Microsoft 365 Copilot. During or after a Teams meeting it summarizes key discussion points (including who spoke and what they said), suggests action items, and answers questions by reasoning over the conversation and meeting chat. It works in real time via the Copilot button and is also available afterward through the meeting chat and Recap tab. Transcription does not have to be running just to turn Copilot on during a meeting, but live transcription must be enabled to prompt Copilot about what was said and to access its conversation history after the meeting ends; recording itself is not required. Longer responses can be opened in Word, and table-style output in Excel. Copilot is sold as a paid add-on that requires a qualifying Microsoft 365 or Office 365 subscription, and it extends beyond Teams across Word, Excel, Outlook, and other Microsoft 365 apps. A no-cost Microsoft 365 Copilot Chat tier is included for eligible subscribers but excludes the full work-grounded Teams meeting Copilot experience.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Microsoft Teams Copilot is from $30/mo (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Microsoft Teams Copilot |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Meeting summaries |
| Standout feature | Compliance-oriented, structured meeting documentation | Action item detection |
| Team usage | Pre-meeting prep pages with agendas and background | Speaker-attributed recap |
| Integrations | Automated follow-up emails with summaries and action items | Real-time meeting Q&A |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Export to Word and Excel |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Meeting summaries |
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.
Microsoft Teams Copilot
Choose Microsoft Teams Copilot if you need generating post-meeting recaps and action items for teams calls — strengths include deeply integrated into teams and the wider microsoft 365 suite (word, excel, outlook), so no third-party meeting bot is needed.
FinScribe
Microsoft Teams Copilot
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Microsoft Teams Copilot is strong for generating post-meeting recaps and action items for teams calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Microsoft Teams Copilot is from $30/mo. 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.
More head-to-head comparisons involving FinScribe and Microsoft Teams Copilot.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. The right pick comes down to team size, budget, and the workflows you want to automate.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Google Pinpoint: Google's research tool for journalists that transcribes audio and video interviews into searchable text alongside documents. This comparison weighs them on pricing, features, and everyday workflow fit.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Grava AI: Brazilian AI meeting recorder app (by MeuGuru) that records, transcribes with speaker identification, summarizes meetings and answers questions about recordings. Below, they line up on price, capture method, and how each fits a real meeting stack.