FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Yating: Taiwan-built AI speech-to-text app for classes, meetings, and interviews, optimized for Taiwanese-accent Mandarin and Mandarin-English code-switching. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Yating when professionals capturing meetings and interviews in taiwan 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.
Taiwan-built AI speech-to-text app for classes, meetings, and interviews, optimized for Taiwanese-accent Mandarin and Mandarin-English code-switching.
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
Yating is an AI speech-to-text application developed by AILabs, a privately funded Taiwan-based company, and is described as a handy tool for classes, meetings, interviews, and everyday moments worth saving. It converts speech and voice to text and is notable for being optimized for languages and accents commonly used in Taiwan, handling Mandarin, Taiwanese, English, Japanese, and Cantonese, including sentences that switch between Chinese and English mid-thought. The app offers live transcription that can dictate audio from a microphone in real time as well as transcription of recorded audio and uploaded audio or video files. It includes a subtitle mode for accessibility, speaker identification with timestamps, and is available across mobile, web, and a Chrome plugin. An API is offered for batch processing and automatic speech recognition, and the company emphasizes a privacy-focused approach, stating it does not sell user data and that its technology and data are developed locally in Taiwan. Yating is named after a professional shorthand typist, reflecting its goal of accurate, fast transcription. The application remains active with recent updates, and it is positioned for students, podcasters, researchers, data analysts, and people who are hard of hearing. A free tier is available on iPhone alongside other offerings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Yating is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Yating |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Live microphone transcription plus transcription of recorded and uploaded files |
| Standout feature | Compliance-oriented, structured meeting documentation | Optimized for Taiwanese-accent Mandarin and Mandarin-English code-switching |
| Team usage | Pre-meeting prep pages with agendas and background | Support for Mandarin, Taiwanese, English, Japanese, and Cantonese |
| Integrations | Automated follow-up emails with summaries and action items | Speaker identification with timestamps |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Subtitle mode for accessibility |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Cross-platform: mobile, web, and Chrome plugin |
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.
Yating
Choose Yating if you need students transcribing lectures and classes in mandarin or mixed mandarin-english — strengths include strong handling of taiwanese-accent mandarin and chinese-english code-switching.
FinScribe
Yating
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Yating is strong for students transcribing lectures and classes in mandarin or mixed mandarin-english. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Yating is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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