FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Viaim RecDot: AI recording earbuds paired with the viaim app that capture meetings and calls and turn them into transcripts, translations, summaries, and action items in 78 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 Viaim RecDot when transcribing and translating multilingual or cross-border conversations in real time 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.
AI recording earbuds paired with the viaim app that capture meetings and calls and turn them into transcripts, translations, summaries, and action items in 78 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
Viaim RecDot is a pair of AI note-taking true-wireless earbuds combined with the viaim companion app, built to capture and document meetings, calls, interviews, and lectures hands-free. Recording can be triggered by pinching an earbud, tapping the charging case, or capturing phone and internet calls, so audio is captured whether the conversation is in person or remote. The viaim app then provides live transcription with accent recognition across 78 languages, real-time translation with audio playback that shows original and translated text together, and structured outputs including smart summaries, key takeaways, extracted action items, and automatically generated mind maps. Industry and scenario templates let users shape how notes are formatted. A built-in assistant called Vitana answers questions grounded in the user's own recordings and organized Spaces rather than the open web. It is aimed at professionals who attend frequent meetings, client calls, and interviews, as well as students and researchers who want a single wearable device that both plays audio and captures structured notes.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Viaim RecDot is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Viaim RecDot |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time transcription in 78 languages with accent recognition |
| Standout feature | Compliance-oriented, structured meeting documentation | Real-time translation showing original and translated text with audio playback |
| Team usage | Pre-meeting prep pages with agendas and background | Automatic summaries, key takeaways, action items, and mind maps |
| Integrations | Automated follow-up emails with summaries and action items | Speaker labeling and editable transcripts in the viaim app |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Recording of in-person conversations plus phone and internet calls via earbud, case, or app |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Vitana AI assistant that answers questions grounded in your own recordings and Spaces |
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.
Viaim RecDot
Choose Viaim RecDot if you need capturing and summarizing in-person and online work meetings, client calls, and interviews — strengths include single wearable device handles both audio playback and structured note capture, no separate recorder needed.
FinScribe
Viaim RecDot
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Viaim RecDot is strong for capturing and summarizing in-person and online work meetings, client calls, and interviews. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Viaim RecDot 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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