FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Swell AI: Swell AI transcribes podcast audio and video with automatic speaker labeling and turns the transcript into show notes, articles, summaries, and social posts. 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 Swell AI when turning a single episode into show notes, a blog article, and social posts for distribution 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.
Swell AI transcribes podcast audio and video with automatic speaker labeling and turns the transcript into show notes, articles, summaries, and social posts.
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
Swell AI is a transcription and content-repurposing platform built for podcasters, content creators, marketers, and agencies. Users upload audio or video, or pull episodes in from sources such as RSS feeds, Apple Podcasts, YouTube links, and cloud storage like Dropbox, Google Drive, and OneDrive. Swell AI generates a transcript in which speakers are automatically identified and labeled, and provides a transcript editor where you can highlight and clip sections, which the platform saves for reuse across a team. From the same transcript it produces repurposed content: show notes, summaries, long-form SEO articles, newsletters, titles and keywords, and social posts such as LinkedIn posts, Twitter/X threads, and Instagram captions. It can also export highlighted sections as video clips and audiograms, and create an episode-trained chatbot that can be embedded on a site. The platform offers a REST API for custom integrations and a dashboard for managing multiple shows. It is distinct in pairing accurate transcription with a broad, podcast-focused repurposing pipeline rather than transcription alone.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Swell AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Swell AI |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Audio and video transcription with automatic speaker identification and labeling |
| Standout feature | Compliance-oriented, structured meeting documentation | Transcript editor for highlighting and clipping sections, with AI-suggested compelling segments |
| Team usage | Pre-meeting prep pages with agendas and background | Content repurposing into show notes, summaries, SEO articles, newsletters, and social posts |
| Integrations | Automated follow-up emails with summaries and action items | Video clip and audiogram export from highlighted transcript sections |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Bulk import from RSS feeds, Apple Podcasts, YouTube, and cloud storage (Dropbox, Google Drive, OneDrive) |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | REST API and multi-show dashboard for teams and agencies |
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.
Swell AI
Choose Swell AI if you need transcribing podcast episodes and labeling speakers for an accurate, editable transcript — strengths include combines accurate transcription with a wide range of automated repurposing outputs in one tool.
FinScribe
Swell AI
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Swell AI is strong for transcribing podcast episodes and labeling speakers for an accurate, editable transcript. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Swell AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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