FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Scriptli: Swiss AI transcription tool specialising in Swiss German audio, with output formats including meeting notes, summaries and verbatim transcripts. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Scriptli when generating shareable meeting notes with actions and decisions from audio 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.
Swiss AI transcription tool specialising in Swiss German audio, with output formats including meeting notes, summaries and verbatim transcripts.
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
Scriptli is a Swiss AI transcription platform that specialises in converting Swiss German audio into Standard German text, while also handling other languages. Built and hosted with a Swiss orientation (its site is marked "Made in Switzerland"), it targets a gap that many international tools handle poorly: the many regional Swiss German dialects such as Zurituutsch, Barndutsch and Baseldytsch. Users upload audio files in common formats such as MP3, WAV, AAC, FLAC and M4A, or record directly in the browser, and Scriptli returns text in a choice of output styles. These include structured paragraphs with headings, concise summaries, word-for-word verbatim, interview-style speaker dialogue, a dedicated meeting-notes format that captures actions and decisions, and a to-do list view. Results can be exported to Word, PDF or plain text. The vendor states accuracy of roughly 89-94% on clear audio and additionally offers a professional manual transcription service for higher-accuracy needs. Pricing is credit-based with a small free monthly allowance, avoiding mandatory subscriptions. As of 2025/2026 the official website at scriptli.ch resolves to a live, actively maintained product. It is well suited to Swiss professionals who need accurate transcription and meeting notes from dialect audio. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Scriptli is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Scriptli |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Swiss German dialect transcription into Standard German text |
| Standout feature | Compliance-oriented, structured meeting documentation | Meeting-notes output format capturing actions and decisions |
| Team usage | Pre-meeting prep pages with agendas and background | Multiple output styles: structured, summary, verbatim, interview, to-do list |
| Integrations | Automated follow-up emails with summaries and action items | Browser-based audio recording plus upload of common audio formats |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Export to Word, PDF or TXT |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Optional professional manual transcription service for higher accuracy |
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.
Scriptli
Choose Scriptli if you need transcribing recorded swiss german meetings or interviews into german text — strengths include specialised handling of hard-to-transcribe swiss german dialects.
FinScribe
Scriptli
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Scriptli is strong for transcribing recorded swiss german meetings or interviews into german text. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Scriptli 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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