FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Recap AI: An Apple-platform app that records, transcribes, and summarizes meetings, lectures, videos, and podcasts, with a chat-with-your-notes feature. 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 Recap AI when turning lectures or podcasts into searchable notes and summaries 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.
An Apple-platform app that records, transcribes, and summarizes meetings, lectures, videos, and podcasts, with a chat-with-your-notes feature.
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
Recap AI is an AI note-taking and summarization app for Apple platforms that turns meetings, lectures, videos, and podcasts into transcripts and shareable summaries. Users can record audio or work from existing content, and the app produces searchable transcriptions along with summaries that highlight key points and action items. A chat feature lets users ask questions about their notes and receive answers with citations back to the source material, and one-click sharing lets recipients view and interact with notes without creating an account. The app is developed by Blacksheep Lab (Gray Matter Enterprise Inc.) and runs on iPhone, iPad, Mac, and Apple Vision, with iPod touch support as well. It emphasizes letting users stay engaged in a conversation or recording rather than taking notes manually, then surfacing insights afterward. Recap AI includes search across recorded material and references encryption and privacy protections for stored content. It is offered as a free download with optional paid upgrades for additional capabilities. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Recap AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Recap AI |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Summaries highlighting key points and action items |
| Standout feature | Compliance-oriented, structured meeting documentation | Chat with your notes with cited answers |
| Team usage | Pre-meeting prep pages with agendas and background | Records, transcribes, and summarizes meetings, lectures, videos, and podcasts |
| Integrations | Automated follow-up emails with summaries and action items | Searchable AI transcriptions |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | One-click sharing that requires no account for recipients |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Available on iPhone, iPad, Mac, and Apple Vision |
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.
Recap AI
Choose Recap AI if you need summarizing recorded meetings and capturing action items — strengths include handles multiple content types beyond meetings, including lectures and podcasts.
FinScribe
Recap AI
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Recap AI is strong for summarizing recorded meetings and capturing action items. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Recap AI 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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