FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Steno: Steno is a tech-enabled court reporting and litigation support platform that captures, transcribes, and analyzes legal proceedings such as depositions, including an AI transcript analysis tool. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Steno when using ai to summarize, search, and compare deposition transcripts for case strategy 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.
Steno is a tech-enabled court reporting and litigation support platform that captures, transcribes, and analyzes legal proceedings such as depositions, including an AI transcript analysis tool.
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
Steno is a court reporting and litigation services company built for law firms and attorneys. It provides access to a network of certified court reporters who capture spoken proceedings and produce transcripts in rough, original, and certified formats, with realtime, next-day, and expedited delivery options. For remote work, Steno Connect is a Zoom app purpose-built for depositions, adding secure exhibit handling, annotation, and a live technical assistant; the company reports SOC 2 Type II and HIPAA compliance. Video capabilities include standard video plus text-to-video synchronization. Its AI tool, Transcript Genius, reads case transcripts to generate summaries, answer conversational questions with page and line citations, run semantic and exact-match search, and compare multiple transcripts to surface contradictions; users can also upload outside .txt and .pdf transcripts. A Firm Dashboard handles scheduling, file access, and invoicing, and integrations include Zoom, Clio, and Litify. Steno also offers deferred, contingency-friendly payment. It is aimed primarily at litigators and legal support staff rather than general business meetings.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Steno is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Steno |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Certified court reporters producing rough, original, and certified transcripts |
| Standout feature | Compliance-oriented, structured meeting documentation | Interactive realtime transcription during proceedings |
| Team usage | Pre-meeting prep pages with agendas and background | Steno Connect Zoom app for remote depositions with exhibit handling |
| Integrations | Automated follow-up emails with summaries and action items | Transcript Genius AI for summaries, semantic search, and Q&A with page/line citations |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Multi-transcript comparison to surface contradictions and discrepancies |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Firm Dashboard for scheduling, file access, and invoice management |
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.
Steno
Choose Steno if you need scheduling and capturing certified transcripts for remote or in-person depositions — strengths include combines human-certified court reporting with ai-powered transcript analysis.
FinScribe
Steno
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Steno is strong for scheduling and capturing certified transcripts for remote or in-person depositions. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Steno is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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