FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. WAVV: CRM-embedded multi-line dialer with call recording and live listen-in coaching, focused on real estate and insurance sales. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and WAVV when sales managers coaching reps by listening in on live calls 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.
CRM-embedded multi-line dialer with call recording and live listen-in coaching, focused on real estate and insurance sales.
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
WAVV is a CRM-embedded multi-line dialer designed to help sales teams reach more prospects and connect more often without leaving their existing workflow. The dialer places multiple calls at once and connects a rep only when a person answers, reducing time wasted on rings and voicemails. WAVV is built to embed directly inside CRM platforms such as HighLevel, with additional integrations referenced for tools like REDX, MoxiWorks, and LionDesk, positioning itself as a single embedded solution that removes the need for separate third-party dialing tools. The platform includes call recording for training and quality assurance, and supports live call monitoring so supervisors can listen in, provide feedback, and guide reps during conversations. Other features include voicemail drop to leave pre-recorded messages, local-presence dialing to display region-appropriate caller IDs, spam protection through carrier registration and monitoring, and analytics and reporting on call outcomes, response rates, and agent performance. WAVV is primarily aimed at high-volume prospecting verticals such as real estate, insurance, lead generation, and recruiting, and is a live, operating product. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); WAVV is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | WAVV |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Multi-line dialer that connects reps to live answers |
| Standout feature | Compliance-oriented, structured meeting documentation | CRM-embedded operation (HighLevel and other CRMs) |
| Team usage | Pre-meeting prep pages with agendas and background | Call recording for training and quality assurance |
| Integrations | Automated follow-up emails with summaries and action items | Live call monitoring and supervisor listen-in coaching |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Voicemail drop for pre-recorded messages |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Local-presence dialing |
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.
WAVV
Choose WAVV if you need real estate and insurance agents prospecting at high call volume — strengths include embeds directly into crms so reps work without switching tools.
FinScribe
WAVV
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while WAVV is strong for real estate and insurance agents prospecting at high call volume. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and WAVV 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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