FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. WayinVideo: An AI video platform that generates speaker-labeled, timestamped transcripts and summaries from uploaded recordings, including Zoom, Teams, and Google Meet meetings, plus animated multilingual captions for repurposed clips. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and WayinVideo when generating timestamped transcripts and summaries of podcasts and interviews matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
An AI video platform that generates speaker-labeled, timestamped transcripts and summaries from uploaded recordings, including Zoom, Teams, and Google Meet meetings, plus animated multilingual captions for repurposed 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
WayinVideo is an all-in-one AI video platform that turns long recordings into transcripts, summaries, captions, and short clips. Users upload a video or audio file, import from Google Drive, or process content from YouTube, and the platform automatically produces a punctuated transcript with timestamps and speaker labels. It supports more than 100 languages and offers dedicated meeting tools for Zoom, Microsoft Teams, and Google Meet recordings, generating speaker-separated transcripts plus AI summaries with timestamped outlines and exact quotes. Transcripts and summaries can be exported as TXT or Markdown or copied to share with a team. Beyond transcription, WayinVideo provides text-based editing (editing the video by editing its transcript), highlight detection that auto-creates social clips, animated multilingual captions, in-video keyword search, and auto-reframing to vertical formats. It is aimed at content creators, podcasters, and teams that need to repurpose or review long-form video and meeting content. The product is available as a web app, a Chrome extension, and through an API.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); WayinVideo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | WayinVideo |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Speaker-labeled, punctuated transcripts with timestamps across 100+ languages |
| Standout feature | Compliance-oriented, structured meeting documentation | Dedicated AI meeting transcription and summarizer for Zoom, Teams, and Google Meet recordings |
| Team usage | Pre-meeting prep pages with agendas and background | Timestamped AI summaries with outlines, exact quotes, and TXT/Markdown export |
| Integrations | Automated follow-up emails with summaries and action items | Text-based video editing that lets you edit footage by editing the transcript |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | AI clip detection that turns long videos into multiple short, social-ready clips |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Animated multilingual captions and AI auto-reframe to vertical (9:16) formats |
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.
WayinVideo
Choose WayinVideo if you need transcribing and summarizing zoom, teams, or google meet recordings into speaker-labeled meeting notes — strengths include combines transcription, summarization, and meeting notes with video repurposing in one tool.
FinScribe
WayinVideo
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while WayinVideo is strong for transcribing and summarizing zoom, teams, or google meet recordings into speaker-labeled meeting notes. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and WayinVideo 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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