FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Trellus: Real-time AI sales coaching and parallel dialer delivered as a lightweight Chrome extension that layers onto existing sales tools. 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 Trellus when increasing connect rates with a parallel dialer matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Real-time AI sales coaching and parallel dialer delivered as a lightweight Chrome extension that layers onto existing sales tools.
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
Trellus is a real-time AI sales coaching and dialing tool delivered primarily as a lightweight Chrome extension that layers on top of existing sales engagement platforms such as Salesloft, Outreach, and HubSpot. Its real-time coaching analyzes call audio during live conversations to detect intent and signals and provides adaptive guidance, nudging reps to adjust pacing, listen more, or change approach as the conversation unfolds. Alongside live coaching, Trellus offers a parallel dialer that lets reps dial multiple lines at once to increase connect rates, with automated voicemail drops and number-health monitoring. The platform also includes AI voice agents that can handle inbound qualification or act as practice prospects for rep training, plus call analytics and performance scoring so managers can review conversations after the fact. A sales floor feature supports team collaboration. Because it runs as a browser extension on top of tools reps already use, Trellus is designed to add live guidance and faster dialing without requiring teams to migrate to a separate platform. It is aimed at sales development reps, account executives, and sales leaders focused on outbound calling performance. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Trellus is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Trellus |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time, in-call AI coaching and adaptive guidance |
| Standout feature | Compliance-oriented, structured meeting documentation | Parallel dialer with multiple simultaneous lines |
| Team usage | Pre-meeting prep pages with agendas and background | Automated voicemail drops and number-health monitoring |
| Integrations | Automated follow-up emails with summaries and action items | AI voice agents for practice roleplay and inbound qualification |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Call analytics and performance scoring |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Chrome extension that layers onto Salesloft, Outreach, and HubSpot |
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.
Trellus
Choose Trellus if you need coaching reps in real time during outbound calls — strengths include adds live coaching and dialing without replacing existing tools.
FinScribe
Trellus
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Trellus is strong for coaching reps in real time during outbound calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Trellus 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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