FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Speakr: Self-hosted web app for transcribing meeting recordings with diarization, summaries, action items, per-recording chat, and library-wide semantic search. 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 Speakr when extracting action items and decisions from recorded 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.
Self-hosted web app for transcribing meeting recordings with diarization, summaries, action items, per-recording chat, and library-wide semantic search.
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
Speakr is a self-hosted web application designed for transcribing audio recordings such as meetings, generating concise summaries and titles, and interacting with the content through a chat interface. It runs entirely on the user's own server, giving full control over data, and is dual-licensed under AGPL-3.0 and a commercial license. The project is actively maintained, with a v0.9.0-alpha release dated June 2026 and over 970 commits. Speakr produces transcripts with automatic language detection and optional AI-powered speaker diarization so users can see who said what. Its summarization can be customized with prompts, and meeting summaries include an action-items view that filters out general discussion to surface decisions, tasks, deadlines, and calendar-worthy events. For deeper interaction, a per-recording chat lets users ask questions about a single recording, while an experimental Inquire Mode provides semantic search and natural-language chat across an entire library of recordings. Speakr can capture system or browser-tab audio, supports configurable AI models and endpoints compatible with OpenAI, OpenRouter, and local models, and includes multi-user support with SSO, group workspaces, an admin dashboard, and export and sharing tools aimed at privacy-conscious teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Speakr is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Speakr |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Self-hosted transcription with automatic language detection |
| Standout feature | Compliance-oriented, structured meeting documentation | Optional AI-powered speaker diarization |
| Team usage | Pre-meeting prep pages with agendas and background | Customizable summaries plus an action-items view for decisions and tasks |
| Integrations | Automated follow-up emails with summaries and action items | Per-recording chat and an Inquire Mode for semantic search across the whole library |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | System and browser-tab audio capture |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Multi-user support with SSO, group workspaces, and admin dashboard |
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.
Speakr
Choose Speakr if you need privacy-conscious teams self-hosting transcription and summaries for internal meetings — strengths include runs entirely on the user's own infrastructure for full data control.
FinScribe
Speakr
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Speakr is strong for privacy-conscious teams self-hosting transcription and summaries for internal meetings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Speakr 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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