FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Salesken: Real-time AI sales cues and conversation intelligence 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 Salesken when coaching at scale matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Real-time AI sales cues and conversation intelligence
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
Salesken is a conversation-intelligence platform that helps sales teams improve by analyzing their calls. It records and transcribes conversations across major conferencing platforms, generates summaries and action items, and applies analytics to surface what is working in winning calls versus losing ones. A key part of Salesken is real-time guidance: it can provide cues to reps during live calls to keep conversations on track. After calls, managers get coaching tools, scorecards, and pipeline insights that connect conversations to deal outcomes, and the platform integrates with CRMs so data and follow-ups flow into existing systems. Salesken is aimed at mid-market and enterprise revenue teams that want data-driven coaching at scale rather than just meeting notes. Because it is sales-specific, it is most valuable for organizations where call quality directly affects revenue and where managers need visibility into many reps and conversations. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Salesforce. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Salesken is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Salesken |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Recording and transcription |
| Standout feature | Compliance-oriented, structured meeting documentation | Real-time call cues |
| Team usage | Pre-meeting prep pages with agendas and background | AI summaries and action items |
| Integrations | Automated follow-up emails with summaries and action items | Coaching scorecards and analytics |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | CRM integrations |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Recording and transcription |
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.
Salesken
Choose Salesken if you need real-time sales call guidance — strengths include real-time guidance during calls.
FinScribe
Salesken
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Salesken is strong for real-time sales call guidance. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Salesken is custom pricing. 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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