FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. TeamRetro: Purpose-built online tool for running agile retrospectives, team health checks, and planning poker with AI-assisted idea grouping and summaries. 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 TeamRetro when conducting recurring team health checks to track morale and agile maturity 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.
Purpose-built online tool for running agile retrospectives, team health checks, and planning poker with AI-assisted idea grouping and summaries.
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
TeamRetro is a web-based platform designed specifically for agile teams to run structured retrospective meetings, team health checks, and estimation (planning poker) sessions. Rather than adapting a generic whiteboard, it provides a guided retrospective workflow with anonymous idea submission, dot voting, grouping, and action-item tracking carried forward between sessions. The tool ships with a large library of retrospective templates (such as Start/Stop/Continue, Sailboat, and 4Ls) and icebreakers, and includes recurring team health-check assessments that visualize how a team's agile maturity and sentiment trend over time. Its AI capabilities focus on the retro itself: automatically grouping similar cards into themes, generating discussion summaries when enabled, and producing icebreaker or custom health-check content from prompts, with organizations able to switch AI features on or off. TeamRetro integrates with tools like Jira, Trello, Microsoft Teams, and Slack so action items flow into existing workflows. It is delivered as a hosted SaaS product with a free trial and is used by teams ranging from startups to large enterprises looking to standardize and improve project retrospectives. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); TeamRetro is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | TeamRetro |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Action-item tracking carried across sessions |
| Standout feature | Compliance-oriented, structured meeting documentation | Guided retrospective workflow with anonymous input, grouping, and dot voting |
| Team usage | Pre-meeting prep pages with agendas and background | AI-assisted automatic grouping of similar ideas into themes |
| Integrations | Automated follow-up emails with summaries and action items | AI-generated retrospective summaries (when enabled by the organization) |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Recurring team health checks with trend and sentiment tracking over time |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Large library of retrospective templates and icebreaker activities |
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.
TeamRetro
Choose TeamRetro if you need running sprint or project retrospectives for distributed agile teams — strengths include purpose-built for retrospectives rather than a repurposed generic whiteboard.
FinScribe
TeamRetro
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while TeamRetro is strong for running sprint or project retrospectives for distributed agile teams. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and TeamRetro 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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