FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. tl;dv: Video-first AI meeting recorder with searchable clips, 30+ language transcription, and EU/GDPR-friendly hosting. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and tl;dv when eu teams needing gdpr-friendly hosting 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.
Video-first AI meeting recorder with searchable clips, 30+ language transcription, and EU/GDPR-friendly hosting.
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
tl;dv records meetings across Zoom, Google Meet, and Microsoft Teams and turns them into searchable video clips and transcripts in 30+ languages, with EU/GDPR-friendly hosting. The free plan offers unlimited recording, but keeps recordings for only 3 months and caps AI notes at 10 for the account's lifetime. Native CRM (HubSpot, Salesforce) and AI coaching are on the Business plan.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); tl;dv is from $18/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | tl;dv |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Video clips |
| Standout feature | Compliance-oriented, structured meeting documentation | 30+ languages |
| Team usage | Pre-meeting prep pages with agendas and background | EU/GDPR hosting |
| Integrations | Automated follow-up emails with summaries and action items | Speaker recognition |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Video clips |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | 30+ languages |
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.
tl;dv
Choose tl;dv if you need teams sharing video highlights — strengths include free plan with unlimited recording and 30+ language transcription.
FinScribe
tl;dv
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while tl;dv is strong for teams sharing video highlights. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and tl;dv is from $18/mo. 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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