FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Plaud: AI note-taking platform that records conversations and meetings, then transcribes them and generates summaries and action items, via dedicated hardware recorders and a desktop/mobile app. 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 Plaud when capturing action items and decisions from conversations 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 note-taking platform that records conversations and meetings, then transcribes them and generates summaries and action items, via dedicated hardware recorders and a desktop/mobile app.
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
Plaud is an AI note-taking platform that turns conversations and meetings into transcripts, structured summaries, and action items. It pairs dedicated hardware recorders (Plaud Note, Note Pro, and the NotePin wearables) with iOS, Android, Windows, macOS, and web apps. Its desktop app captures audio natively from online meetings in Zoom, Google Meet, and Microsoft Teams (and other conferencing apps) without joining as a bot, and can auto-detect when a meeting starts. Plaud transcribes in 112+ languages and offers 10,000+ summary templates. The Starter (free) plan includes 300 transcription minutes per month. Paid tiers add the "Ask Plaud" natural-language search across recordings plus Zapier, Google Calendar, and a beta MCP server integration. Plaud states it holds ISO 27001/27701, SOC 2, GDPR, and HIPAA compliance, and describes itself as trusted by over 2 million users globally.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Plaud is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Plaud |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI transcription |
| Standout feature | Compliance-oriented, structured meeting documentation | Meeting summaries & action items |
| Team usage | Pre-meeting prep pages with agendas and background | Online meeting capture |
| Integrations | Automated follow-up emails with summaries and action items | Ask Plaud search |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Summary templates |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | AI transcription |
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.
Plaud
Choose Plaud if you need recording and summarizing in-person and online meetings — strengths include free starter plan includes 300 transcription minutes per month.
FinScribe
Plaud
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Plaud is strong for recording and summarizing in-person and online meetings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Plaud is from $0/mo. 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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