FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. StreamText: StreamText is a real-time captioning platform that delivers live human or AI-generated captions, translations, and transcripts for events and meetings. 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 StreamText when real-time captioning and translation in classrooms and lectures for accessibility matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
StreamText is a real-time captioning platform that delivers live human or AI-generated captions, translations, and transcripts for events and meetings.
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
StreamText is an enterprise real-time captioning platform, founded in 2003, that delivers spoken words as live captions to web pages, devices, and conferencing tools. It supports two modes: professional human captioners (using stenography, re-speaking, and text interpreting) and AI-powered automatic speech recognition (ASR), which converts speech to text in real time and produces captions, translations, and transcripts. Source audio is captioned live and streamed to an ADA-compliant viewer that works with screen readers, while AI captioning recognizes around 20 source languages and offers realtime translation into well over 100 languages. Captioned sessions can be exported as timed-text transcript files such as .srt and .vtt, and StreamCast lets organizers overlay captions onto videos and presentations. It integrates with Zoom, Webex, YouTube, and Adobe, and exposes a full API for OEM and third-party embedding. It is aimed at corporate and hybrid events, conferences, classrooms, trade shows, and legal or government settings needing accessibility. Pricing is usage-based per minute with no subscriptions or setup fees.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); StreamText is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | StreamText |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time live captioning streamed to web pages and devices |
| Standout feature | Compliance-oriented, structured meeting documentation | AI-powered automatic speech recognition (ASR) for live captions and transcripts |
| Team usage | Pre-meeting prep pages with agendas and background | Professional human captioning via stenography, re-speaking, and text interpreting |
| Integrations | Automated follow-up emails with summaries and action items | Realtime translation into 100+ languages with ~20 source languages |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Downloadable timed-text transcripts (.srt, .vtt) and on-demand transcription |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Integrations with Zoom, Webex, YouTube, and Adobe plus a full API |
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.
StreamText
Choose StreamText if you need providing live captions and transcripts for corporate, hybrid, and virtual events — strengths include offers both professional human captions and ai captions on one platform.
FinScribe
StreamText
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while StreamText is strong for providing live captions and transcripts for corporate, hybrid, and virtual events. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and StreamText 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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