FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Owll: AI meeting assistant that records and transcribes calls and meetings into summaries and prioritized action items. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Owll when capturing in-person meetings on a phone or watch 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 meeting assistant that records and transcribes calls and meetings into summaries and prioritized 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
Owll is an AI meeting assistant that records and transcribes meetings and other audio and turns them into organized summaries and action items. It supports real-time transcription on Zoom, Google Meet, and Microsoft Teams, and can record meetings live or process recordings after the fact, along with phone recordings and other audio sources. After transcription, Owll generates automated summaries, extracts action items, applies priority tags, and converts transcripts into structured smart notes that users can review and share. The product is available across platforms, with iOS and Android mobile apps that include Apple Watch support, plus web-based access and cloud storage for recordings and summaries, making it usable both at a desk and on the move for in-person capture. Owll is aimed at professionals and teams who attend frequent virtual or in-person meetings and want a single place to capture conversations, retrieve decisions, and follow up on tasks without manual note-taking. Its mobile-first design makes it suitable for capturing both online calls and face-to-face discussions. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Owll is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Owll |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time transcription for Zoom, Google Meet, and Microsoft Teams |
| Standout feature | Compliance-oriented, structured meeting documentation | Live or post-call recording, plus phone and other audio sources |
| Team usage | Pre-meeting prep pages with agendas and background | Automated summaries with extracted, priority-tagged action items |
| Integrations | Automated follow-up emails with summaries and action items | iOS and Android apps with Apple Watch support |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Web access with cloud storage for recordings and summaries |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Conversion of transcripts into structured smart notes |
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.
Owll
Choose Owll if you need transcribing and summarizing virtual meetings on zoom or teams — strengths include works across major video meeting platforms and mobile.
FinScribe
Owll
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Owll is strong for transcribing and summarizing virtual meetings on zoom or teams. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Owll 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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