FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. VidNotes: VidNotes is an AI tool that transcribes videos, meeting recordings, and lectures, then generates summaries, key points, flashcards, and a chat interface in 30+ 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 VidNotes when professionals extracting action items and decisions from zoom, meet, or teams recordings 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.
VidNotes is an AI tool that transcribes videos, meeting recordings, and lectures, then generates summaries, key points, flashcards, and a chat interface in 30+ 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
VidNotes is an AI-powered transcription and note-taking tool that turns videos, lectures, podcasts, and meeting recordings into structured, searchable text. Users either upload a local file (MP4, MOV, MKV, and more) or paste a link from YouTube, TikTok, Instagram, or Vimeo, including exported recordings from Zoom, Google Meet, Microsoft Teams, and webinars. Under the hood it runs the audio through OpenAI's Whisper model for speech-to-text, then a large language model produces a summary, key points, timestamped notes, auto-generated flashcards, and extracted action items in the same language as the source. A chat feature lets users ask questions about the content and receive answers with citations, and transcripts and notes can be exported as TXT, PDF, Markdown, or SRT captions. It supports English plus 30+ additional languages and handles mixed languages and varied accents. Aimed at students, researchers, content creators, and professionals, VidNotes is available in the browser, as a Chrome extension, and as iOS and Android apps. The app is published by Silpho LLC.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); VidNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | VidNotes |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Speech-to-text transcription via OpenAI's Whisper, with timestamps |
| Standout feature | Compliance-oriented, structured meeting documentation | AI summaries, key points, and extracted action items from meetings and videos |
| Team usage | Pre-meeting prep pages with agendas and background | Auto-generated flashcards with spaced-repetition review |
| Integrations | Automated follow-up emails with summaries and action items | Chat interface that answers questions about a video with citations |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Supports file uploads plus YouTube, TikTok, Instagram, Vimeo, and meeting recordings (Zoom, Google Meet, Teams) |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Export to TXT, PDF, Markdown, and SRT captions across web, Chrome extension, iOS, and Android |
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.
VidNotes
Choose VidNotes if you need students turning recorded lectures into summaries and flashcards for study — strengths include works across web, chrome extension, ios, and android, with no download required for browser use.
FinScribe
VidNotes
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while VidNotes is strong for students turning recorded lectures into summaries and flashcards for study. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and VidNotes is a free tier with paid upgrades. 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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