FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Speak: Speak AI is a meeting transcription and conversation-analysis platform with an auto-joining bot for Zoom, Teams, Meet, and Webex, plus sentiment and theme analysis. 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 Speak when analyzing customer interviews and research calls for themes and sentiment 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.
Speak AI is a meeting transcription and conversation-analysis platform with an auto-joining bot for Zoom, Teams, Meet, and Webex, plus sentiment and theme analysis.
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
Speak (Speak AI) is a transcription and conversation-intelligence platform that turns voice and video into searchable, structured data. Its meeting notetaker bot auto-joins Zoom, Microsoft Teams, Google Meet, and Webex calls to deliver real-time transcription with speaker identification across 100+ languages, and it also handles file uploads, phone-call transcription, an embeddable web recorder, and iOS/Android capture. Beyond transcripts, Speak extracts custom fields, themes, and sentiment, and lets you chat with your data using multiple AI models. It exports to CSV and JSON, integrates with Slack, Zapier, and a developer API, and offers an MCP server connecting Claude, ChatGPT, and Gemini. New accounts get a free 7-day trial (no credit card) with 30 minutes of transcription. It is geared toward researchers, analysts, and sales/ops teams rather than simple note-taking alone.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Speak is from $25/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Speak |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Meeting notetaker bot |
| Standout feature | Compliance-oriented, structured meeting documentation | Real-time transcription |
| Team usage | Pre-meeting prep pages with agendas and background | Sentiment and theme analysis |
| Integrations | Automated follow-up emails with summaries and action items | Multi-model AI chat |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | CSV/JSON export |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Meeting notetaker bot |
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.
Speak
Choose Speak if you need recording and transcribing zoom, teams, meet, and webex meetings — strengths include auto-joining meeting bot supports zoom, teams, google meet, and webex.
FinScribe
Speak
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Speak is strong for recording and transcribing zoom, teams, meet, and webex meetings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Speak is from $25/mo. 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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