FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Seedext: French AI meeting assistant that records, transcribes, and summarizes meetings with EU data hosting and enterprise compliance. 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 Seedext when sales and consulting teams syncing structured notes into crm 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.
French AI meeting assistant that records, transcribes, and summarizes meetings with EU data hosting and enterprise compliance.
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
Seedext is a France-based AI meeting assistant that automatically records, transcribes, and summarizes professional meetings, then turns them into structured documents such as minutes, decisions, and action items. It integrates with common business tools including Microsoft Teams, Outlook, Google Meet, Zoom, Slack, and Salesforce, allowing it to fit into existing meeting and CRM workflows. The platform supports customizable vocabulary and templates so that outputs align with a company's terminology and document standards, and it includes an intelligent chat assistant for retrieving key information from past meetings. Seedext places a strong emphasis on European data governance: it is based in France with data hosted in Europe (including France-specific storage options), is GDPR-compliant, holds ISO 27001 certification, and is designed around European AI Act principles. The product is aimed at a range of roles including project managers, sales teams, consultants, marketing and innovation teams, executives, and HR, and it is used by large European organizations. It is positioned for European enterprises that need accurate meeting documentation while keeping data within EU jurisdiction. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Seedext is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Seedext |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Automatic recording, transcription, and AI summarization of meetings |
| Standout feature | Compliance-oriented, structured meeting documentation | Structured outputs including minutes, decisions, and action items |
| Team usage | Pre-meeting prep pages with agendas and background | Integrations with Teams, Outlook, Google Meet, Zoom, Slack, and Salesforce |
| Integrations | Automated follow-up emails with summaries and action items | Customizable vocabulary and document templates |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Chat assistant for retrieving information from past meetings |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | European data hosting with French storage options |
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.
Seedext
Choose Seedext if you need european enterprises needing compliant meeting minutes and documentation — strengths include french company with eu and france-based data hosting for strong data residency.
FinScribe
Seedext
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Seedext is strong for european enterprises needing compliant meeting minutes and documentation. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Seedext is a free tier with paid upgrades. 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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