FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. StreamAlive: Chat-powered live audience engagement tool for town halls and all-hands meetings, with AI question curation, polls, word clouds, and chat summaries. 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 StreamAlive when collecting live anonymous polls and sentiment during large broadcasts 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.
Chat-powered live audience engagement tool for town halls and all-hands meetings, with AI question curation, polls, word clouds, and chat summaries.
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
StreamAlive is a live audience engagement platform built to make large, broadcast-style meetings such as company town halls and all-hands sessions interactive. Instead of requiring attendees to scan QR codes or open separate apps, it turns the existing meeting chat into a participation channel, working across Zoom, Microsoft Teams, Google Meet, YouTube Live, and in-person presentations. Presenters can run multiple poll types (open-ended and multiple-choice power polls, rating polls), generate live word clouds from chat responses, drop pins on interactive maps, spin selection wheels, and collect emoji reactions, all rendered visually on screen in real time. For town halls and all-hands, its question management is a core draw: StreamAlive automatically detects and curates audience questions out of the chat stream so moderators do not miss them. Its AI layer, branded StreamAlive AI, can generate ready-to-use interactions from an uploaded presentation or topic description, summarize chat discussions with insights and notable quotes, and produce visualizations based on what the audience types. The product is delivered as a browser-based SaaS tool aimed at presenters who want higher engagement and clearer feedback during company-wide and webinar-style meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); StreamAlive is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | StreamAlive |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Chat-based audience participation across Zoom, Teams, Meet, and YouTube Live |
| Standout feature | Compliance-oriented, structured meeting documentation | AI-powered automatic detection and curation of audience questions |
| Team usage | Pre-meeting prep pages with agendas and background | AI generation of ready-to-use polls and interactions from a presentation or topic |
| Integrations | Automated follow-up emails with summaries and action items | AI chat summaries with insights and notable quotes |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Live polls, word clouds, interactive maps, spinner wheels, and emoji reactions |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Post-session analytics and reports |
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.
StreamAlive
Choose StreamAlive if you need running interactive q&a during company all-hands and town hall meetings — strengths include designed specifically for engaging large town hall and all-hands audiences.
FinScribe
StreamAlive
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while StreamAlive is strong for running interactive q&a during company all-hands and town hall meetings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and StreamAlive 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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