FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. ScriptMe: Automatic transcription and subtitling tool that processes Zoom, Teams, and GoTo Meeting recordings. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and ScriptMe when creating subtitled videos from webinars and meeting recordings 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.
Automatic transcription and subtitling tool that processes Zoom, Teams, and GoTo Meeting recordings.
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
ScriptMe is an automatic transcription and subtitling tool that turns audio and video recordings into editable text, with particular support for meeting recordings. Users can upload files exported from platforms such as Zoom, Microsoft Teams, and GoTo Meeting, and ScriptMe produces a full written transcript that can be edited, shared, or downloaded. The service emphasizes fast processing, completing transcription of meeting recordings well ahead of real time, and it can translate transcripts into many languages so teams can work across language barriers. Beyond plain transcripts, ScriptMe lets users convert transcriptions into subtitles with customizable settings and export a video with the subtitles burned in, which is useful for repurposing recorded meetings, webinars, and other content. Collaboration features allow a project to be shared with teammates so that proofreading and editing can be delegated or done together. ScriptMe highlights privacy and security protections for uploaded media and transcripts, and it offers a limited free tier for short recordings. It is aimed at individuals and teams who need a straightforward, upload-based way to transcribe and subtitle meeting recordings and other media. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); ScriptMe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | ScriptMe |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Automatic transcription of uploaded meeting recordings |
| Standout feature | Compliance-oriented, structured meeting documentation | Support for Zoom, Microsoft Teams, and GoTo Meeting recordings |
| Team usage | Pre-meeting prep pages with agendas and background | Subtitle creation with customizable settings and video export |
| Integrations | Automated follow-up emails with summaries and action items | Translation of transcripts into many languages |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Collaborative editing and project sharing |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Built-in transcript editor |
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.
ScriptMe
Choose ScriptMe if you need transcribing and subtitling recorded zoom, teams, or goto meetings — strengths include simple upload-based workflow for meeting recordings.
FinScribe
ScriptMe
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while ScriptMe is strong for transcribing and subtitling recorded zoom, teams, or goto meetings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and ScriptMe 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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