FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Notigo: Real-time AI meeting assistant that generates live summaries, structured notes, and action items as conversations unfold. 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 Notigo when helping educators and students organize lectures and study sessions matters most. Run both through a week of actual calls to see which suits your workflow.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Real-time AI meeting assistant that generates live summaries, structured notes, and action items as conversations unfold.
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
Notigo is an AI-powered meeting assistant that captures and structures meeting notes in real time as a conversation happens, rather than only producing a transcript after the fact. It listens to the discussion, identifies key points, decisions, and action items, and continuously builds an organized, shareable set of notes throughout the meeting. The product positions itself for a range of professional contexts, with dedicated solution pages for business teams, education, consultants, and legal professionals, reflecting an emphasis on adapting its output to different meeting types. Notigo supports multilingual transcription and translation across a large set of languages, includes real-time collaborative editing so multiple participants can contribute to the same notes, and offers post-meeting editing and sharing. Notes can be exported in common document formats for record-keeping and follow-up. The website is actively maintained, with sign-up and login flows, customer testimonials, security references, and a free entry tier. It is best suited to teams and individuals who want structured meeting documentation produced live instead of reviewing a raw transcript later. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Notigo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Notigo |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time meeting summaries generated during the conversation |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic extraction of key points, decisions, and action items |
| Team usage | Pre-meeting prep pages with agendas and background | Multilingual transcription and translation support |
| Integrations | Automated follow-up emails with summaries and action items | Real-time collaborative note editing for multiple participants |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Export of notes to common document formats (PDF, Word, TXT) |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Profession-specific solution pages for business, education, consultants, and legal |
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.
Notigo
Choose Notigo if you need capturing structured notes during business and team meetings — strengths include produces structured notes live instead of only a post-meeting transcript.
FinScribe
Notigo
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Notigo is strong for capturing structured notes during business and team meetings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Notigo is a free tier with paid upgrades. 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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