FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Transcri: Transcri is an AI-powered web platform that transcribes, subtitles, and translates uploaded audio and video files across more than 100 languages. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Transcri when generating multilingual subtitles and translations for video content 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.
Transcri is an AI-powered web platform that transcribes, subtitles, and translates uploaded audio and video files across more than 100 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
Transcri is a cloud-based, AI-powered transcription platform that converts uploaded audio and video files into accurate text, subtitles, and translations. Users upload recordings through the browser, and the service automatically generates transcripts with speaker identification and supports more than 100 languages. An online editor lets users refine results and switch between dialogue mode and subtitle mode, while content can be exported in 20-plus formats compatible with YouTube and common video-editing software. A built-in AI assistant can query a file, summarize discussions, extract key moments, add chapters, and help write reports, making recorded meetings and interviews easier to review. Collaboration features allow teams to share projects and manage workflows together. The platform emphasizes data security, with AES-256 encryption and EU-based data handling. Because it works from pre-recorded files rather than joining live calls, Transcri suits users who already have meeting recordings, interviews, podcasts, or video content they need transcribed. It targets businesses, media organizations, educational institutions, and public-sector teams.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Transcri is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Transcri |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI transcription of uploaded audio and video files |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic speaker identification (diarization) |
| Team usage | Pre-meeting prep pages with agendas and background | Subtitle generation with export in 20+ formats |
| Integrations | Automated follow-up emails with summaries and action items | Translation and transcription across 100+ languages |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | AI assistant to summarize, extract key moments, and write reports |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Online editor with dialogue and subtitle modes plus team collaboration |
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.
Transcri
Choose Transcri if you need transcribing and subtitling recorded meetings, interviews, and webinars — strengths include supports a very large number of languages for transcription and translation.
FinScribe
Transcri
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Transcri is strong for transcribing and subtitling recorded meetings, interviews, and webinars. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Transcri 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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