FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. 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 Voicy when dictating prompts into ai assistants like chatgpt, claude, and gemini 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.
Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application.
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
Voicy is a cross-platform AI speech-to-text (dictation) tool that lets you write with your voice instead of typing. It runs as a desktop app for Mac, Windows, and Linux, plus a Chrome extension, and also has iOS and Microsoft Store versions. Once active, you trigger dictation system-wide and speak into whatever app or website you're using — email clients, word processors, chat tools, note apps, AI assistants, IDEs, and many others, advertised as 20,000+ destinations. Voicy transcribes in real time using cloud processing, automatically adding punctuation, fixing grammar, and formatting the result, with support for dozens of languages. It also offers AI editing commands, letting you reshape dictated text (for example into bullet points) right after speaking. On privacy, the company states transcripts and recordings are stored only locally on your device and voice data is not used to train AI models, though speech is sent to the cloud for processing. It's aimed at writers, professionals, and anyone who wants to draft faster than typing across their existing tools.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Voicy is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Voicy |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | System-wide voice dictation across desktop apps, browsers, and websites |
| Standout feature | Compliance-oriented, structured meeting documentation | Chrome extension plus Mac, Windows, and Linux desktop apps (also iOS and Microsoft Store) |
| Team usage | Pre-meeting prep pages with agendas and background | Automatic punctuation, grammar correction, and formatting |
| Integrations | Automated follow-up emails with summaries and action items | Real-time cloud transcription with multi-language support |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Inline AI editing commands to reformat dictated text (e.g. bullet points) |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Local-only storage of transcripts with no use of voice data for AI training |
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.
Voicy
Choose Voicy if you need drafting emails, documents, and chat messages by voice instead of typing — strengths include works inside virtually any app or website rather than a single editor.
FinScribe
Voicy
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Voicy is strong for drafting emails, documents, and chat messages by voice instead of typing. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Voicy 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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