FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Tiro: Real-time AI meeting note-taker from Plato, strong in Korean and Japanese, with fast transcription and translation across many languages. 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 Tiro when cross-border teams needing real-time translation during meetings 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.
Real-time AI meeting note-taker from Plato, strong in Korean and Japanese, with fast transcription and translation across many languages.
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
Tiro is a real-time AI meeting note-taker built by Plato (ThePlato Inc.), a company with offices in Seoul, South Korea and West Hollywood, California. It automatically records, transcribes, and summarizes conversations, with particular strength in Korean and Japanese multilingual environments alongside English. Tiro emphasizes speed, generating live transcripts with low latency and producing formatted summary documents quickly after a meeting ends. It captures meetings through a web browser, a desktop app for Windows and Mac, and mobile apps for iOS and Android, making it usable for both online calls and in-person conversations. The tool supports more than a dozen languages for transcription and offers real-time translation across many of them, which is useful for cross-border teams. Features include speaker diarization, one-click template generation for formatted notes, team collaboration with automatic note sharing, and an AI chat that lets users ask questions about a meeting. Tiro also integrates with calendars, CRM, and applicant-tracking systems. The vendor highlights an enterprise security posture, including a stated practice of not storing voice data for AI training, and ISO/IEC 27001:2022 certification. It is aimed at global and Korea- or Japan-centric teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Tiro is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Tiro |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time transcription with low latency and quick formatted summaries |
| Standout feature | Compliance-oriented, structured meeting documentation | Strong Korean and Japanese support plus many other languages |
| Team usage | Pre-meeting prep pages with agendas and background | Real-time translation across multiple languages |
| Integrations | Automated follow-up emails with summaries and action items | Speaker diarization and one-click note templates |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | AI chat to ask questions about a meeting |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Web, desktop (Windows/Mac), and mobile (iOS/Android) capture |
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.
Tiro
Choose Tiro if you need korean and japanese teams needing accurate native-language meeting notes — strengths include optimized for korean and japanese, a gap in many western-built tools.
FinScribe
Tiro
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Tiro is strong for korean and japanese teams needing accurate native-language meeting notes. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Tiro 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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