FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Sembly AI: Team-focused notetaker with action items across 48 languages This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Sembly AI when multilingual meeting transcription matters most. Run both through a week of actual calls to see which suits your workflow.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Team-focused notetaker with action items across 48 languages
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
Sembly AI records and transcribes meetings in 40+ languages, then produces AI notes, summaries, and automatically detected tasks, with an AI chat assistant (Semblian) over single or multiple meetings. It connects to Zoom, Google Meet, Microsoft Teams, and Webex, and automates via Zapier, webhooks, MCP, and CRM tools. As of March 2026, Sembly no longer offers a permanent free plan — the only no-cost option is a time-limited Basic free trial; paid plans start at $10/user/mo (annual).
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Sembly AI is from $10/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Sembly AI |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | 40+ language transcription |
| Standout feature | Compliance-oriented, structured meeting documentation | Automated action items |
| Team usage | Pre-meeting prep pages with agendas and background | Semblian AI chat |
| Integrations | Automated follow-up emails with summaries and action items | Workflow automations |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | 40+ language transcription |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Automated action items |
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.
Sembly AI
Choose Sembly AI if you need team ai notes with task automation — strengths include transcription and ai notes in 40+ languages.
FinScribe
Sembly AI
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Sembly AI is strong for team ai notes with task automation. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Sembly AI is from $10/mo. 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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