FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Willow Voice: Willow Voice is a system-wide AI dictation app for Mac, Windows, and iPhone that converts speech into cleaned-up, formatted text and inserts it at the cursor in any application. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Willow Voice when writing documents and notes in apps like notion with automatic formatting 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.
Willow Voice is a system-wide AI dictation app for Mac, Windows, and iPhone that converts speech into cleaned-up, formatted text and inserts it at the cursor in any 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
Willow Voice is an AI dictation tool that turns spoken words into polished written text inside any application. Instead of recording meetings, it works at the cursor: you place your cursor in a text field (such as Gmail, Slack, Notion, iMessage, or a code editor), hold a hotkey, speak naturally, and formatted text appears in place. As it transcribes, Willow automatically removes filler words, fixes punctuation, and applies formatting, and it can learn your writing style to adapt tone across different apps. The product is built for professionals who want to write messages, emails, and documents faster than typing. It runs on Mac, Windows, and iPhone, supports voice commands for inserting line breaks and bullet points, handles many languages, and offers an auto-learning dictionary for names and terminology. Willow advertises low-latency transcription and an AI mode that expands brief spoken notes into complete messages. For organizations, it markets SOC 2 and HIPAA compliance, zero data retention, and admin controls. It is a dictation tool rather than a meeting or call recorder.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Willow Voice is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Willow Voice |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | System-wide dictation that inserts transcribed text at the cursor in any app via a hotkey |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic cleanup that removes filler words, fixes punctuation, and applies formatting |
| Team usage | Pre-meeting prep pages with agendas and background | Style and tone matching that learns and adapts to your writing across apps |
| Integrations | Automated follow-up emails with summaries and action items | AI mode that expands brief spoken notes into complete, polished messages |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Voice commands for formatting (e.g. new line, bullet point) and an auto-learning dictionary for names and terms |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Cross-platform availability on Mac, Windows, and iPhone with support for many languages |
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.
Willow Voice
Choose Willow Voice if you need drafting emails, slack messages, and chat replies by speaking instead of typing — strengths include works everywhere you type instead of being locked to a single app or note interface.
FinScribe
Willow Voice
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Willow Voice is strong for drafting emails, slack messages, and chat replies by speaking instead of typing. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Willow Voice 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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