FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Voiso: Voiso is a cloud contact-center platform with AI speech analytics that transcribes calls into searchable text, scores conversations, and generates automatic call summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Voiso when sales and support managers scoring agent performance and coaching from call summaries 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.
Voiso is a cloud contact-center platform with AI speech analytics that transcribes calls into searchable text, scores conversations, and generates automatic call summaries.
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
Voiso is a cloud-based contact-center platform built for sales and customer-service teams, combining voice, SMS, and messaging channels with AI-driven analytics in a single workspace. Its speech analytics suite processes recorded call audio through speech-to-text and natural-language pipelines, transcribing calls into searchable text across more than ten languages, including English, Spanish, French, and Arabic. Transcripts can be navigated, searched, and flagged against predefined or custom keyword lists to support quality assurance, compliance, and agent training. Beyond raw transcription, the platform applies AI to score conversations on a 1-to-5 scale, detect sentiment and emotional cues, and automatically generate concise call summaries that capture key topics and outcomes without reviewing full recordings. It is aimed at call centers, BPOs, and outbound and inbound teams in industries such as fintech, travel, retail, and e-commerce. Other platform capabilities include a predictive dialer, IVR and routing flow builder, CRM integrations, call recording, and real-time performance dashboards. Speech analytics features are available on its Pro plan and higher.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Voiso is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Voiso |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI call transcription converting audio into searchable text in 10+ languages |
| Standout feature | Compliance-oriented, structured meeting documentation | AI conversation scoring rating calls on a 1-to-5 scale across languages |
| Team usage | Pre-meeting prep pages with agendas and background | Sentiment and emotion analysis detecting tone and customer satisfaction cues |
| Integrations | Automated follow-up emails with summaries and action items | Automatic call summaries highlighting key topics and outcomes |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Keyword highlighting with custom lists for compliance and QA flagging |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Call recording with real-time dashboards and performance reporting |
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.
Voiso
Choose Voiso if you need quality assurance and compliance teams reviewing transcribed, keyword-flagged calls — strengths include transcription and analytics are integrated directly into the contact-center workflow, including recording, dialing, and routing.
FinScribe
Voiso
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Voiso is strong for quality assurance and compliance teams reviewing transcribed, keyword-flagged calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Voiso is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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