FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Rafiki: AI sales intelligence platform that records, transcribes, and analyzes sales conversations to surface deal and coaching insights. 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 Rafiki when scoring and coaching reps against a defined sales methodology matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
AI sales intelligence platform that records, transcribes, and analyzes sales conversations to surface deal and coaching insights.
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
Rafiki is an AI-powered conversation and revenue intelligence platform built for SME and mid-market revenue teams. It captures sales conversations by joining calls across Zoom, Google Meet, and Microsoft Teams, and also handles phone calls, then automatically transcribes and analyzes the audio. From each recorded conversation, Rafiki generates meeting summaries, follow-up email drafts, and call scores aligned to popular sales methodologies such as MEDDIC and BANT. Beyond individual call notes, the platform rolls conversation signals up into deal- and pipeline-level views so managers can spot risks and coaching opportunities across the team. It integrates with CRMs including Salesforce, HubSpot, Zoho, and Pipedrive to sync notes and extracted fields, reducing manual data entry for reps. Rafiki also offers AI role play for rep training and a natural-language query tool ("Ask Rafiki") for interrogating call data. It is aimed at sales leaders, account executives, SDRs, customer success managers, and frontline managers who want conversation intelligence and coaching at a lower price point than large enterprise suites. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Rafiki is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Rafiki |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Records and transcribes calls across Zoom, Google Meet, Teams, and phone |
| Standout feature | Compliance-oriented, structured meeting documentation | AI-generated meeting summaries and follow-up email drafts |
| Team usage | Pre-meeting prep pages with agendas and background | Call scoring against MEDDIC and BANT frameworks |
| Integrations | Automated follow-up emails with summaries and action items | Deal and pipeline-level conversation analysis |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | CRM integrations with Salesforce, HubSpot, Zoho, and Pipedrive |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | AI role play for rep training and a natural-language 'Ask Rafiki' query tool |
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.
Rafiki
Choose Rafiki if you need automatically capturing notes and action items from sales calls — strengths include combines note-taking, coaching, and revenue intelligence in one platform.
FinScribe
Rafiki
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Rafiki is strong for automatically capturing notes and action items from sales calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Rafiki 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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