FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Speakwise: iPhone-first AI note taker that records in-person conversations and turns them into transcripts, summaries, and action items with Notion sync. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Speakwise when capturing field or site meetings for recruiters, agents, and managers 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.
iPhone-first AI note taker that records in-person conversations and turns them into transcripts, summaries, and action items with Notion sync.
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
Speakwise is an iPhone-focused AI voice recorder and note taker designed for capturing in-person meetings and conversations. Users tap record to capture audio directly from the iPhone microphone, without joining a video call or adding a meeting bot, and the app produces voice-to-text transcripts in a wide range of languages along with AI-generated summaries, key decisions, and extracted action items. It supports offline recording so conversations can be captured in areas without connectivity, keeps a searchable archive of past transcripts, and syncs captured notes to Notion for downstream organization. Speakwise positions itself for professionals who hold frequent face-to-face conversations and need hands-free documentation, including consultants, recruiters, real estate agents, construction managers, and executives, as well as people who want a personal knowledge record of meetings on the go. Because it is built natively for iOS and captures from the device microphone rather than the meeting platform, it is oriented toward in-room and mobile use rather than automated bot capture of remote video calls; an Android version is not offered. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Speakwise is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Speakwise |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Direct iPhone microphone recording with no bot or video-call join required |
| Standout feature | Compliance-oriented, structured meeting documentation | Voice-to-text transcription across many languages |
| Team usage | Pre-meeting prep pages with agendas and background | AI-generated summaries, decisions, and action items |
| Integrations | Automated follow-up emails with summaries and action items | Offline recording for low-connectivity environments |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Notion integration for syncing notes |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Searchable transcript archive |
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.
Speakwise
Choose Speakwise if you need recording in-person client or sales conversations hands-free — strengths include strong fit for in-person meetings and mobile capture.
FinScribe
Speakwise
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Speakwise is strong for recording in-person client or sales conversations hands-free. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Speakwise 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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