FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Riverside: Browser-based podcast and video recording studio with AI transcription, captions, and text-based editing that also handles interviews and remote meetings. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Riverside when running and documenting remote interviews or small group conversations 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.
Browser-based podcast and video recording studio with AI transcription, captions, and text-based editing that also handles interviews and remote meetings.
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
Riverside is a web-based recording and editing studio built primarily for podcasters and video creators, with capabilities that extend to remote interviews and meetings. Participants join through a browser link without signing up, and Riverside records each person's audio and video locally on their own device before uploading the high-quality files after the session, which avoids the compression and dropout problems of standard video-call recording. Once a session is recorded or an existing file is uploaded, Riverside automatically generates a transcript using AI speech recognition, detects and labels separate speakers, and supports transcription across more than 100 languages. The transcript can be downloaded as plain text or as SRT/VTT caption files, and it powers text-based editing, where users trim or rearrange the recording by editing the transcript rather than a waveform. Riverside also offers AI clip generation for short-form social video and a teleprompter. It is aimed at podcasters, content creators, marketing teams, and anyone running recorded interviews or small group conversations that need clean transcripts and captions. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Riverside is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Riverside |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI-generated transcripts with automatic speaker detection and labeling |
| Standout feature | Compliance-oriented, structured meeting documentation | Transcription support across more than 100 languages |
| Team usage | Pre-meeting prep pages with agendas and background | Caption and subtitle export in SRT and VTT formats |
| Integrations | Automated follow-up emails with summaries and action items | Text-based editing that lets users cut and rearrange recordings by editing the transcript |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Local high-quality recording of each participant's audio and video track |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | AI clip generation for short-form social video |
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.
Riverside
Choose Riverside if you need transcribing and captioning recorded podcast episodes and video interviews — strengths include records each participant locally, producing cleaner audio and video than typical call recording.
FinScribe
Riverside
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Riverside is strong for transcribing and captioning recorded podcast episodes and video interviews. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Riverside is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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