FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. VOMO: AI voice memo and meeting app that records, transcribes, and summarizes audio and video into structured, searchable notes. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and VOMO when transcribing interviews, lectures, and podcasts into structured notes matters most. Run both through a week of actual calls to see which suits your workflow.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
AI voice memo and meeting app that records, transcribes, and summarizes audio and video into structured, searchable notes.
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
VOMO is an AI-powered voice memo and meeting notetaker available on mobile and web that turns spoken audio into structured, searchable text. Users can record meetings or memos directly, upload existing audio and video files, or import from a video link, and VOMO transcribes the content with speaker identification across a wide range of languages. Its Smart Notes feature organizes raw transcripts into sections such as summaries, key decisions, action items, and speaker-tagged dialogue, and it offers templates for different scenarios like team meetings, stand-ups, sales calls, interviews, and lectures. Recordings are saved with time-stamped chapters for easy navigation, and an Ask AI capability lets users query a recording, draft follow-ups, and surface specific details. VOMO supports exporting notes in formats like PDF, Word, and Markdown, and generating shareable transcript links. It integrates with iOS conveniences such as Siri Shortcuts and AirPods. The app is aimed at professionals, students, and anyone who wants to capture in-person or online conversations on the go and convert them into clean, actionable notes without manual typing. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); VOMO is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | VOMO |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Records, uploads, or imports audio and video for transcription |
| Standout feature | Compliance-oriented, structured meeting documentation | Speaker identification and multi-language transcription |
| Team usage | Pre-meeting prep pages with agendas and background | Smart Notes that structure transcripts into summary, decisions, and action items |
| Integrations | Automated follow-up emails with summaries and action items | Templates for meetings, stand-ups, sales calls, interviews, and lectures |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Ask AI to query recordings and draft follow-ups |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Export to PDF, Word, and Markdown plus shareable transcript links |
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.
VOMO
Choose VOMO if you need capturing and summarizing in-person or recorded meetings — strengths include works for both in-person memos and uploaded meeting recordings.
FinScribe
VOMO
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while VOMO is strong for capturing and summarizing in-person or recorded meetings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and VOMO 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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