FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. SalesHood: SalesHood is an AI sales enablement and coaching platform that transcribes practice and pitch recordings into searchable text and scores reps' spoken sales conversations. 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 SalesHood when coaching reps with ai roleplay scoring on tone, messaging, and filler words before live calls 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.
SalesHood is an AI sales enablement and coaching platform that transcribes practice and pitch recordings into searchable text and scores reps' spoken sales conversations.
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
SalesHood is a revenue enablement and sales coaching platform built for sales teams, managers, and enablement leaders. Within its coaching workflows, reps record or upload pitch practice, deal-win stories, and huddle videos, which SalesHood automatically transcribes into searchable text. The transcription turns spoken audio into text, tags it, and adds it to a content library, so users can search across recordings for a keyword and skip directly to the timestamped segment where it was said, with the term highlighted. SalesHood also offers AI Role Play, where reps practice realistic buyer conversations against AI personas and receive real-time scoring and sentiment analysis on tone, pace, clarity, messaging accuracy, and filler words. Managers review submitted recordings against scorecards and coaching criteria, and dashboards surface skill gaps and performance trends. Alongside these voice-and-transcription features, the broader platform includes digital sales rooms, content management, onboarding, and certification. It is geared toward developing sellers and standardizing how winning sales conversations are captured and coached.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); SalesHood is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | SalesHood |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Automatic video/audio transcription of pitches, deal-win stories, and huddle recordings into searchable text |
| Standout feature | Compliance-oriented, structured meeting documentation | Keyword search across recordings with timestamped highlighting to jump to the exact moment a term is spoken |
| Team usage | Pre-meeting prep pages with agendas and background | AI Role Play simulating buyer conversations with real-time scoring and sentiment analysis |
| Integrations | Automated follow-up emails with summaries and action items | AI coaching feedback on tone, pace, clarity, messaging accuracy, and filler words |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Manager review of submitted recordings against scorecards and coaching criteria |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Coaching dashboards tracking individual and team performance trends and skill gaps |
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.
SalesHood
Choose SalesHood if you need transcribing and searching recorded sales pitch and deal-win videos to share best practices — strengths include transcribes spoken practice and pitch recordings into searchable, timestamped text for easy review.
FinScribe
SalesHood
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while SalesHood is strong for transcribing and searching recorded sales pitch and deal-win videos to share best practices. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and SalesHood is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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