FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. SecondBody: Voice-first AI sales training platform (branded Rory) that runs role-plays, audits real calls, and coaches reps on objection handling and discovery. 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 SecondBody when auditing real calls to find where deals stall matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Voice-first AI sales training platform (branded Rory) that runs role-plays, audits real calls, and coaches reps on objection handling and discovery.
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
SecondBody is a voice-first AI sales training and coaching platform, branded as an AI coach called Rory, that aims to bridge the gap between classroom training and live selling. Reps run simulated cold calls, discovery conversations, and objection-handling scenarios against an AI buyer that pushes back in real time, and the AI scores conversations on dimensions such as talk-to-listen ratio, question quality, objection handling, and methodology adherence. Beyond practice, SecondBody offers conversational intelligence that can audit real sales calls or integrate with call recorders to pinpoint exactly where reps struggle, from weak intros to fumbled objections. It captures top performers' techniques and turns them into reusable playbooks and training material, gives managers analytics on behavioral patterns and skill gaps, and uses gamification such as streaks, leaderboards, and challenges to drive consistent practice. The platform pulls context from CRM data, call recordings, pricing documents, and company resources to keep coaching relevant. It serves SDR and BDR groups as well as enterprise and specialized sales teams, and offers a free tier for solo sellers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); SecondBody is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | SecondBody |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Voice-first AI role-play with a real-time AI buyer |
| Standout feature | Compliance-oriented, structured meeting documentation | Scoring on talk-to-listen ratio, question quality, and objection handling |
| Team usage | Pre-meeting prep pages with agendas and background | Conversational intelligence that audits real calls or recordings |
| Integrations | Automated follow-up emails with summaries and action items | Playbook automation capturing top-performer techniques |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Manager analytics on behavioral patterns and skill gaps |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Gamification with streaks, leaderboards, and challenges |
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.
SecondBody
Choose SecondBody if you need onboarding new reps and reducing ramp time — strengths include combines role-play practice with analysis of real calls.
FinScribe
SecondBody
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while SecondBody is strong for onboarding new reps and reducing ramp time. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and SecondBody is a free tier with paid upgrades. 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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