FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Soniox: Multilingual speech AI platform offering real-time and async speech-to-text and translation APIs for meetings and voice apps. 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 Soniox when building voice agents and dictation features into apps 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.
Multilingual speech AI platform offering real-time and async speech-to-text and translation APIs for meetings and voice apps.
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
Soniox is a multilingual speech AI platform that provides speech-to-text, translation, and text-to-speech APIs aimed at developers building voice-enabled applications, including meeting transcription, voice agents, dictation, and call-center tools. Its speech recognition supports real-time streaming with low latency as well as asynchronous processing of recorded files, and it covers a broad set of languages with the ability to handle conversations where speakers switch languages mid-sentence. For meeting and multi-party scenarios, Soniox offers speaker separation so transcripts can attribute speech to individual participants, along with handling of names, alphanumerics, and domain-specific terms. The platform also includes real-time speech translation across many language pairs, which is useful for international calls and meetings. Soniox markets enterprise-grade compliance, including SOC 2 Type 2, ISO 27001, HIPAA, and GDPR, and offers multi-region deployment with data-residency options and a privacy-oriented architecture where audio is processed in real time. Because it is delivered as APIs and SDKs, organizations typically embed Soniox into their own products rather than using it as a standalone meeting application. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Soniox is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Soniox |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time and asynchronous speech-to-text APIs |
| Standout feature | Compliance-oriented, structured meeting documentation | Speaker separation for multi-participant conversations |
| Team usage | Pre-meeting prep pages with agendas and background | Real-time speech translation across many language pairs |
| Integrations | Automated follow-up emails with summaries and action items | Code-switching support for mid-sentence language changes |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Web and server SDKs for browser and backend integration |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Enterprise compliance with SOC 2, ISO 27001, HIPAA, and GDPR |
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.
Soniox
Choose Soniox if you need transcribing multilingual meetings and calls in real time — strengths include strong multilingual and translation capabilities for global meetings.
FinScribe
Soniox
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Soniox is strong for transcribing multilingual meetings and calls in real time. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Soniox is a free tier with paid upgrades. 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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