FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Tactiq: Tactiq is a browser-based AI meeting assistant that transcribes Google Meet, Zoom, and Microsoft Teams calls in real time with no bot, then generates summaries and action items. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Tactiq when capturing action items and follow-ups without manual note-taking matters most. Try them side by side on real calls before deciding — needs vary by team.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Tactiq is a browser-based AI meeting assistant that transcribes Google Meet, Zoom, and Microsoft Teams calls in real time with no bot, then generates summaries and action items.
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
Tactiq is an AI meeting assistant that runs as a Chrome (and Edge) browser extension and captures live captions to transcribe Google Meet, Zoom, and Microsoft Teams calls in real time, without sending a bot to join the meeting. After each call it produces AI summaries, extracts action items and follow-ups, and lets you run custom AI prompts against the transcript to pull out decisions or answers. Transcripts can be shared, exported, and pushed into other tools through its integrations, which include Slack, HubSpot, Salesforce, Notion, and Confluence, with Linear and Google Docs among the workflows (Google Docs is marked coming soon). It supports 60+ languages. The free plan allows 10 transcripts and 5 AI credits per month with no credit card required; paid plans add unlimited transcripts, more or unlimited AI credits, team auto-sharing, and enterprise controls such as SAML SSO and advanced data retention.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Tactiq is from $8/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Tactiq |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time no-bot transcription |
| Standout feature | Compliance-oriented, structured meeting documentation | AI meeting summaries |
| Team usage | Pre-meeting prep pages with agendas and background | Action item extraction |
| Integrations | Automated follow-up emails with summaries and action items | Custom AI prompts |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Workflow integrations & export |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Real-time no-bot transcription |
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.
Tactiq
Choose Tactiq if you need automatically transcribing and summarizing recurring team or client meetings — strengths include transcribes in real time without adding a bot to the call, since it works as a browser extension capturing live captions.
FinScribe
Tactiq
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Tactiq is strong for automatically transcribing and summarizing recurring team or client meetings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Tactiq is from $8/mo. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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