FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Oliv: AI sales assistant for revenue teams that handles meeting prep, live transcription, deal intelligence, and post-call follow-up. 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 Oliv when maintaining crm hygiene and pipeline visibility for sales managers 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.
AI sales assistant for revenue teams that handles meeting prep, live transcription, deal intelligence, and post-call follow-up.
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
Oliv is an AI sales assistant built for account executives, sales managers, and revenue teams that want support across the full sales cycle rather than just a single meeting. Before calls, it helps reps prepare with prospect research, suggested questions, and daily deal summaries that prioritize the pipeline. During meetings, Oliv joins to provide live transcription, surface key moments, and follow live scorecards and adaptive talk tracks so reps can stay focused on the conversation. After the call, it generates meeting summaries delivered via Slack, Teams, or email, drafts follow-up emails, and syncs notes and deal data back to the CRM. A central part of Oliv is capturing deal intelligence from every meeting, call, and email, structuring it into scorecards built on sales methodologies such as MEDDICC, BANT, and SPICED so managers can review opportunities and coach reps. Oliv integrates with common revenue-team tools including Salesforce, HubSpot, Zoom, and Microsoft Teams. It is designed for teams that want automated note-taking, CRM hygiene, and pipeline visibility without adding manual admin work for sellers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Oliv is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Oliv |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Live meeting transcription and instant call highlights |
| Standout feature | Compliance-oriented, structured meeting documentation | Pre-meeting prospect research and AI meeting prep |
| Team usage | Pre-meeting prep pages with agendas and background | Deal intelligence scorecards using MEDDICC, BANT, and SPICED frameworks |
| Integrations | Automated follow-up emails with summaries and action items | AI meeting summaries delivered to Slack, Teams, or email |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Automatic CRM sync and follow-up email drafting |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Live meeting transcription and instant call highlights |
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.
Oliv
Choose Oliv if you need giving account executives automated prep and follow-up around sales calls — strengths include supports the full sales cycle from prep through follow-up.
FinScribe
Oliv
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Oliv is strong for giving account executives automated prep and follow-up around sales calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Oliv is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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