FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Mina: An AI meeting assistant that joins calls as a participant and can respond, take actions, and update connected tools live during the conversation. 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 Mina when running standups and filing tickets as an ai scrum facilitator 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.
An AI meeting assistant that joins calls as a participant and can respond, take actions, and update connected tools live during the conversation.
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
Mina is an AI meeting assistant designed to actively participate in calls rather than only record them. It joins meetings as a participant on Google Meet, Zoom, and Microsoft Teams, listens to the conversation, and can operate in a reactive mode that responds only when invoked with a wake phrase, or a proactive mode that listens continuously and takes actions on its own. During a meeting, Mina can capture decisions and action items, retrieve context from connected tools in real time, and generate outputs such as summaries, proposals, and follow-ups while the conversation is still in progress. It maintains memory across meetings and can be configured for different roles, such as a moderator, scrum facilitator, or interviewer. Mina connects with a broad set of business tools, including Slack, HubSpot, Salesforce, Jira, Notion, Linear, and GitHub, allowing it to update CRMs, file tickets, and push follow-ups as part of its workflow. It is aimed at sales teams that need live discovery support and instant CRM updates, customer success teams handling renewals and reviews, project teams running standups, and hiring managers, with the goal of reducing manual post-meeting work. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Mina is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Mina |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Joins Google Meet, Zoom, and Teams as an active participant |
| Standout feature | Compliance-oriented, structured meeting documentation | Reactive (wake-phrase) and proactive (always-on) operating modes |
| Team usage | Pre-meeting prep pages with agendas and background | Live generation of summaries, proposals, action items, and follow-ups |
| Integrations | Automated follow-up emails with summaries and action items | Real-time CRM and workflow updates to connected tools |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Cross-meeting memory and configurable assistant roles |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Integrations with Slack, HubSpot, Salesforce, Jira, Notion, Linear, and GitHub |
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.
Mina
Choose Mina if you need providing live discovery support and updating the crm during sales calls — strengths include acts during the meeting rather than only producing notes afterward.
FinScribe
Mina
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Mina is strong for providing live discovery support and updating the crm during sales calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Mina 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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