FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Swiss Transcript: Swiss audio and video transcription platform hosted entirely in Switzerland, with automatic meeting reports and strong confidentiality. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Swiss Transcript when producing structured minutes from recorded multilingual meetings 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.
Swiss audio and video transcription platform hosted entirely in Switzerland, with automatic meeting reports and strong confidentiality.
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
Swiss Transcript is a transcription platform based in Lausanne, Switzerland, that converts audio and video recordings into text and can generate structured meeting reports. It is built for organizations that require strict confidentiality, with data processed and hosted entirely in Switzerland using the company's own servers alongside Infomaniak infrastructure in Geneva. The service supports multiple languages including French, German, Swiss German and English, and offers automatic speaker identification plus export to formats such as Word, PDF, RTF, SRT and VTT. It can produce several structured meeting reports per transcription. A defining feature is its avoidance of large third-party AI APIs: the platform states it relies on open-source models rather than services from major US providers, and it automatically deletes source files after transcription. Security measures described include AES-256 encryption and TLS 1.3. Swiss Transcript is positioned for Swiss healthcare, academic, administrative and non-profit organizations that prioritize data sovereignty and compliance with both GDPR and the Swiss Data Protection Act. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Swiss Transcript is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Swiss Transcript |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Audio and video transcription with automatic speaker identification |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic generation of structured meeting reports |
| Team usage | Pre-meeting prep pages with agendas and background | Multilingual support including French, German, Swiss German and English |
| Integrations | Automated follow-up emails with summaries and action items | Export to Word, PDF, RTF, SRT and VTT formats |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Data processed and hosted entirely in Switzerland with automatic source-file deletion |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Audio and video transcription with automatic speaker identification |
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.
Swiss Transcript
Choose Swiss Transcript if you need transcribing confidential meetings for swiss public-sector and healthcare bodies — strengths include full swiss hosting with gdpr and swiss data protection act compliance.
FinScribe
Swiss Transcript
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Swiss Transcript is strong for transcribing confidential meetings for swiss public-sector and healthcare bodies. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Swiss Transcript 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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