FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. PrismaScribe: AI transcription tool that converts interviews, meetings, podcasts and lectures into text with multi-speaker labeling and many export formats. 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 PrismaScribe when generating subtitles from meeting or lecture recordings 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.
AI transcription tool that converts interviews, meetings, podcasts and lectures into text with multi-speaker labeling and many export formats.
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
PrismaScribe is an AI transcription platform that converts uploaded audio and video files into text. It is designed to handle a range of source material including interviews, meetings, podcasts and lectures, and processes recordings faster than real time so users can get transcripts back quickly. The service supports transcription and translation across a large number of languages with automatic language detection and code-switching, which makes it useful for multilingual interviews and research recordings. PrismaScribe applies speaker identification to distinguish multiple participants in a recording and labels each speaker in the transcript, and it accepts many common audio and video formats. Finished transcripts can be exported in several formats including plain text, SRT and VTT subtitle files, PDF, Word and Markdown, so the output can flow into subtitling, documentation or qualitative analysis workflows. The product positions itself toward creators, journalists, researchers and professionals such as podcasters, media organizations and universities. PrismaScribe focuses on transcribing recorded files rather than providing a live in-meeting bot, making it well suited to teams that need accurate, multi-speaker transcripts of conversations they have already captured. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); PrismaScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | PrismaScribe |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI transcription of uploaded audio and video files |
| Standout feature | Compliance-oriented, structured meeting documentation | Speaker identification and labeling for multiple speakers |
| Team usage | Pre-meeting prep pages with agendas and background | Transcription and translation across many languages with auto-detection |
| Integrations | Automated follow-up emails with summaries and action items | Support for a wide range of audio and video formats |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Faster-than-real-time processing speed |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Export to TXT, SRT, VTT, PDF, Word and Markdown |
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.
PrismaScribe
Choose PrismaScribe if you need transcribing research and journalistic interviews with multiple speakers — strengths include strong multi-speaker and multilingual handling for research-style recordings.
FinScribe
PrismaScribe
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while PrismaScribe is strong for transcribing research and journalistic interviews with multiple speakers. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and PrismaScribe 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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