FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. SpeakNotes: Browser-based AI tool that turns uploaded or recorded meeting audio and video into structured summaries with action items and decisions. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and SpeakNotes when extracting action items and decisions from long calls 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.
Browser-based AI tool that turns uploaded or recorded meeting audio and video into structured summaries with action items and decisions.
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
SpeakNotes is an AI-powered transcription and summarization platform that converts audio and video recordings into structured written content. Its workflow has three steps: users upload audio or video files, paste a YouTube link, or record directly in the browser; the system transcribes and analyzes the content; and it returns a structured summary in a chosen format. For meetings, SpeakNotes is designed to extract action items, decisions, and key discussion points, making it suited to turning recorded calls into usable minutes. It supports speech-to-text across 50+ languages and offers 15+ output formats, including meeting notes, transcripts, blog posts, and flashcards, with export to tools such as Notion and Obsidian. The product is browser-based with direct upload and YouTube integration rather than a meeting bot, so it is oriented toward processing existing recordings and in-browser capture. SpeakNotes targets professionals who work with recorded content, including meeting participants who need post-call summaries, as well as students, researchers, podcast listeners, and content creators who want condensed, structured takeaways from long audio or video. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); SpeakNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | SpeakNotes |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Upload audio/video, paste a YouTube link, or record directly in the browser |
| Standout feature | Compliance-oriented, structured meeting documentation | AI transcription and analysis with structured summaries |
| Team usage | Pre-meeting prep pages with agendas and background | Extraction of action items, decisions, and key discussion points |
| Integrations | Automated follow-up emails with summaries and action items | 15+ output formats including meeting notes and transcripts |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | 50+ language support |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Export to Notion, Obsidian, and other tools |
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.
SpeakNotes
Choose SpeakNotes if you need turning recorded meeting audio or video into structured minutes — strengths include flexible inputs (file upload, youtube, in-browser recording).
FinScribe
SpeakNotes
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while SpeakNotes is strong for turning recorded meeting audio or video into structured minutes. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and SpeakNotes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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