FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Smart Noter: AI note-taker app that records, transcribes with speaker labels, and summarizes meetings, lectures, and voice recordings. 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 Smart Noter when capturing lectures and interviews into searchable notes 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 note-taker app that records, transcribes with speaker labels, and summarizes meetings, lectures, and voice 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
Smart Noter is an AI-powered note-taking app, published under Deep Flow Software Services / Codespace Apps, that records audio and turns meetings, lectures, interviews, and voice memos into transcripts, summaries, and to-do lists. The app performs real-time speech-to-text transcription with speaker identification, then uses an AI summary engine to generate concise summaries and automatically extract action points and to-do lists from a recording. Beyond live recording, it can summarize uploaded audio, video, and PDF files, and an interactive chat lets you ask questions about a conversation, such as who was assigned a particular task. Notes can be exported and shared to destinations like Slack, Notion, Google Docs, and Google Drive, and the app connects with calendar tools such as Outlook, Google Calendar, Microsoft Teams, and Zoom. Notes sync across devices for access anywhere. Smart Noter is available on iOS and Android, with the official website describing it as speech-to-text and AI transcription for meetings. The privacy and terms pages are hosted on the smartnoter.ai domain, and the iOS listing shows recent version updates, indicating an actively maintained product. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Smart Noter is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Smart Noter |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time transcription with speaker identification |
| Standout feature | Compliance-oriented, structured meeting documentation | AI summaries with automatically extracted action points and to-do lists |
| Team usage | Pre-meeting prep pages with agendas and background | Summarizes uploaded audio, video, and PDF files |
| Integrations | Automated follow-up emails with summaries and action items | Interactive chat to query a conversation |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Export and share to Slack, Notion, Google Docs, and Google Drive |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Calendar and conferencing connections (Outlook, Google Calendar, Teams, Zoom) |
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.
Smart Noter
Choose Smart Noter if you need recording and summarizing business meetings with assigned action items — strengths include speaker labels make multi-person meeting transcripts easier to follow.
FinScribe
Smart Noter
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Smart Noter is strong for recording and summarizing business meetings with assigned action items. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Smart Noter 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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