FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Noty.ai: An AI meeting assistant with a Chrome extension that transcribes calls in real time and generates summaries and action items. 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 Noty.ai when generating shareable summaries and task lists after meetings 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.
An AI meeting assistant with a Chrome extension that transcribes calls in real time and generates summaries and action items.
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
Noty.ai is an AI-powered meeting assistant focused on turning conversations into documented action. It provides real-time transcription during meetings, capturing details and deadlines as the discussion happens so users do not have to take notes manually, and it lets participants highlight key moments and add comments while the meeting is in progress. After a meeting ends, Noty generates a summary containing the essential information, which users can review, edit, and share with their team. The platform automatically detects tasks, deadlines, and the people they are assigned to, organizing them into to-do lists that can be distributed by email. Noty is available as a browser extension and works with online meeting platforms such as Google Meet and Zoom, and it connects with workplace tools including Google Docs to integrate meeting data into existing workflows. By tracking discussions across multiple sessions, it helps teams maintain continuity and accountability between meetings. It is aimed at professionals and teams who want lightweight, real-time meeting capture with automatic summaries and task tracking rather than a heavier conferencing suite. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Noty.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Noty.ai |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time transcription during meetings |
| Standout feature | Compliance-oriented, structured meeting documentation | Highlighting and commenting on key moments live |
| Team usage | Pre-meeting prep pages with agendas and background | Post-meeting summaries that can be edited and shared |
| Integrations | Automated follow-up emails with summaries and action items | Automatic detection of tasks, deadlines, and assignees |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Browser extension for online meetings |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Integration with workplace tools such as Google Docs |
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.
Noty.ai
Choose Noty.ai if you need transcribing google meet or zoom calls in real time — strengths include real-time transcription with live highlighting.
FinScribe
Noty.ai
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Noty.ai is strong for transcribing google meet or zoom calls in real time. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Noty.ai 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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