FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Orum: AI-powered parallel and power dialer for sales teams with automatic call recording, real-time assist, AI scoring, and roleplay coaching. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Orum when coaching reps with real-time assist and automatic call scoring matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
AI-powered parallel and power dialer for sales teams with automatic call recording, real-time assist, AI scoring, and roleplay coaching.
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
Orum is an AI-powered sales dialer platform built for sales development teams that make high volumes of outbound calls. Its core function is to maximize live conversations through power and parallel dialing, calling multiple numbers at once and connecting reps only when a real person answers, while routing past voicemails and busy signals so reps stay in back-to-back conversations. Around the dialer, Orum layers AI features for recording, coaching, and analysis. Every call is automatically logged and recorded, with timestamps that make it easy to revisit specific moments, and Orum integrates with conversation intelligence tools so recordings flow into a team's existing stack. Its Assist feature listens to conversations in real time and surfaces the right response when a rep needs it, such as handling an objection, responding to a competitor mention, or recognizing a buying signal. Orum also offers an AI coaching suite with automatic call scoring against proven criteria, scenario-based AI roleplay practice, and coaching portals that build each rep's coaching playlist from performance trends. Orum is aimed at SDR and outbound sales teams that want to combine high-efficiency dialing with AI-driven coaching. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Orum is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Orum |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Power and parallel dialing with live-answer detection |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic call logging and recording with timestamps |
| Team usage | Pre-meeting prep pages with agendas and background | Real-time Assist surfacing objection and competitor responses |
| Integrations | Automated follow-up emails with summaries and action items | AI call scoring against proven criteria |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Scenario-based AI roleplay and coaching portals |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Power and parallel dialing with live-answer detection |
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.
Orum
Choose Orum if you need increasing live connect rates for sdr outbound calling — strengths include parallel dialing maximizes live conversations per session.
FinScribe
Orum
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Orum is strong for increasing live connect rates for sdr outbound calling. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Orum is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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