FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Substrata: AI sales intelligence platform that analyzes the social and emotional signals behind conversations to help dealmakers read buyer intent. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Substrata when coaching sellers on social dynamics in high-stakes conversations 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.
AI sales intelligence platform that analyzes the social and emotional signals behind conversations to help dealmakers read buyer intent.
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
Substrata is an AI sales coaching and deal intelligence platform that takes a different angle from typical conversation intelligence tools: rather than focusing on transcription and summaries, it analyzes the social and emotional signals beneath sales conversations. Its core function is to model buyer psychology, attitudes, and momentum across interactions to help professional dealmakers understand intent and power dynamics. A central component is SoundWave, a real-time conversational analytics engine that listens to sales calls and analyzes voice tone, pace, pauses, interruptions, and the push-pull of social dynamics, surfacing the why behind what is being said rather than just the words. Substrata applies this signal analysis across conversations and email exchanges to gauge buyer sentiment and engagement, giving sellers and revenue leaders a read on how deals are actually progressing. The platform is aimed at B2B revenue professionals and leaders, and is positioned for smaller and mid-sized dealmaking teams that want behavioral insight into negotiations and high-value conversations. It has been recognized as a high performer across sales coaching, AI sales assistant, conversation intelligence, sales analytics, and revenue operations categories. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Substrata is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Substrata |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | SoundWave real-time analysis of tone, pace, pauses, and interruptions |
| Standout feature | Compliance-oriented, structured meeting documentation | Behavioral analysis of buyer attitudes, intent, and power dynamics |
| Team usage | Pre-meeting prep pages with agendas and background | Email signal analysis for sentiment and engagement |
| Integrations | Automated follow-up emails with summaries and action items | Deal momentum tracking across conversations |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Coaching insights focused on social and emotional cues |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | SoundWave real-time analysis of tone, pace, pauses, and interruptions |
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.
Substrata
Choose Substrata if you need reading buyer intent and sentiment during negotiations — strengths include analyzes social and emotional subtext beyond plain transcription.
FinScribe
Substrata
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Substrata is strong for reading buyer intent and sentiment during negotiations. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Substrata 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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