FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Vizard: Vizard is an AI video tool that transcribes audio and video into searchable, editable text in 30+ languages while automatically detecting highlights and turning long recordings into short clips. 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 Vizard when converting zoom or other recorded meetings into transcripts and shareable clips 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.
Vizard is an AI video tool that transcribes audio and video into searchable, editable text in 30+ languages while automatically detecting highlights and turning long recordings into short clips.
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
Vizard is a multimodal AI video platform whose transcription engine converts uploaded audio and video into searchable, editable text. Users can transcribe files from their computer, paste a YouTube link, or import Zoom recordings, then read and edit the result like a document. The tool supports 30+ languages including English, Spanish, French, German, Japanese, Korean, Mandarin, Portuguese, Hindi, and Arabic, and lets users export transcripts as .SRT or .TXT files. Beyond plain transcription, Vizard analyzes the recording to identify key moments and highlights, auto-generate captions and subtitles, and produce short, social-ready clips with smart titles. Its transcript-based editor lets you trim footage, cut bad takes, and remove silences simply by deleting words. Vizard is aimed primarily at content creators, podcasters, marketers, coaches, and agencies who repurpose long-form video, but the transcription and Zoom-import features also serve anyone needing voice-to-text. It offers a team workspace for collaboration, brand templates, and caption translation into many additional languages.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Vizard is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Vizard |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI transcription of audio and video into searchable, editable text in 30+ languages |
| Standout feature | Compliance-oriented, structured meeting documentation | Imports from computer uploads, YouTube links, and Zoom recordings |
| Team usage | Pre-meeting prep pages with agendas and background | Transcript-based editing - cut footage by deleting words, remove silences and bad takes |
| Integrations | Automated follow-up emails with summaries and action items | Automatic highlight/chapter and key-clip detection from long recordings |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Auto-generated captions and subtitles with translation into many languages |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Transcript export to .SRT and .TXT, plus team workspace 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.
Vizard
Choose Vizard if you need transcribing podcasts, webinars, or recorded videos into editable, searchable text — strengths include transcribes both audio and video and supports a wide range of languages.
FinScribe
Vizard
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Vizard is strong for transcribing podcasts, webinars, or recorded videos into editable, searchable text. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Vizard 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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