FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Runo: India-based SIM-based call management CRM with an AI call summary feature that transcribes sales calls and generates summaries, action items, sentiment, and CRM updates. 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 Runo when auto-logging call summaries, dispositions, and next steps into a crm 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.
India-based SIM-based call management CRM with an AI call summary feature that transcribes sales calls and generates summaries, action items, sentiment, and CRM updates.
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
Runo is an India-based, AI-powered SIM-based call management CRM built for mobile-first sales and telecalling teams. Its AI Call Summary capability is aimed at teams that run high volumes of outbound and inbound sales calls and want structured records without manual note-taking. According to its official site, Runo automatically analyzes recorded calls and audio signals to produce summaries that capture key discussion points, customer intent, objections, and outcomes, along with clearly organized next steps and call dispositions. It includes call transcription that converts conversations into searchable text, sentiment scoring, and automatic syncing of summaries and dispositions into the CRM so reps and managers can review activity from a unified dashboard. Because Runo operates over SIM-based mobile networks, calls originate from real phone numbers rather than virtual lines. The platform is available as mobile apps on the Apple App Store and Google Play and as a web dashboard, making it usable both in the office and on the move. It is used by teams across sectors such as real estate, insurance, finance, and education. The AI call summary tool is offered with a free trial. Pricing and full plan details are listed on the official website. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Runo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Runo |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI call summaries capturing key points, customer intent, objections, and outcomes |
| Standout feature | Compliance-oriented, structured meeting documentation | Call transcription that converts conversations into searchable text |
| Team usage | Pre-meeting prep pages with agendas and background | Sentiment scoring and call disposition tagging |
| Integrations | Automated follow-up emails with summaries and action items | Automatic CRM sync of summaries and dispositions |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | SIM-based call management from real phone numbers |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Mobile apps (iOS and Android) plus a web dashboard |
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.
Runo
Choose Runo if you need summarizing and transcribing outbound and inbound sales calls for mobile sales teams — strengths include purpose-built for india's mobile-first, sim-based calling sales teams.
FinScribe
Runo
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Runo is strong for summarizing and transcribing outbound and inbound sales calls for mobile sales teams. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Runo 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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