FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Simmie: AI sales roleplay platform where reps practice realistic buyer conversations and get automated scoring and coaching. 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 Simmie when drilling pricing and other objection-handling responses against an ai buyer 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.
AI sales roleplay platform where reps practice realistic buyer conversations and get automated scoring and coaching.
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
Simmie is an AI roleplay platform built for sales teams that want to scale conversation practice and coaching without relying on manager availability. Reps engage in simulated conversations with realistic AI personas that push back, raise objections, and adapt to what the rep says, allowing practice of cold calls, discovery, objection handling, demos, and other call types on demand. Every conversation is graded against a configurable rubric so teams apply one consistent bar for readiness, and an AI coaching layer delivers post-call analysis and targeted feedback or drill assignments. A builder tool converts existing scripts, playbooks, and call recordings into practice scenarios automatically, reducing the manual setup that traditionally limits roleplay programs. Simmie can be accessed through the web as well as through ChatGPT, Claude, Slack, and Microsoft Teams via MCP integrations, and it offers manager dashboards for visibility into rep readiness and skill gaps. The platform is SOC 2 Type II certified, includes regulatory-adherence detection features, and operates on a credit-based model where one credit equals roughly one minute of simulation. It is offered across individual, team, and enterprise infrastructure tiers and is actively operating in 2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Simmie is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Simmie |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI roleplay with realistic personas that push back and adapt |
| Standout feature | Compliance-oriented, structured meeting documentation | Automated scoring of every conversation against a configurable rubric |
| Team usage | Pre-meeting prep pages with agendas and background | AI coaching layer with post-call feedback and drill assignments |
| Integrations | Automated follow-up emails with summaries and action items | Scenario builder that converts scripts, playbooks, and recordings into practice |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Access via web, ChatGPT, Claude, Slack, and Microsoft Teams (MCP) |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Manager dashboards for rep readiness and skill gaps |
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.
Simmie
Choose Simmie if you need onboarding new sales reps with repeatable practice scenarios before live calls — strengths include lets reps practice objection handling and discovery on demand without a manager.
FinScribe
Simmie
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Simmie is strong for onboarding new sales reps with repeatable practice scenarios before live calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Simmie 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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