FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Zeck: Modern board meeting platform that replaces static decks with interactive updates, AI-generated minutes, smart agendas, pre-voting, and digital voting. 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 Zeck when generating board minutes and capturing votes during governance meetings 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.
Modern board meeting platform that replaces static decks with interactive updates, AI-generated minutes, smart agendas, pre-voting, and digital voting.
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
Zeck is a board management platform built to modernize how companies prepare for and run board meetings. Instead of distributing static slide decks, board leaders create mobile-first interactive updates that directors can read, comment on, and engage with before the meeting. Its pre-vote feature lets boards move routine discussion and approvals ahead of time so live meetings focus on strategy rather than procedure. Zeck's AI capabilities are aimed at the board workflow: it can generate board updates from reports and quick notes, summarize key takeaways from data and charts into concise points for directors, and automatically produce board minutes from agenda blocks, vote records, and discussions. Smart agendas help teams structure the meeting, while digital voting and an automated minutes book keep governance records, approvals, and historical documentation centralized without manual note-taking. The platform also includes real-time commenting throughout materials and engagement analytics, plus passwordless sign-in for security. Zeck positions itself as a consumer-style, visually modern alternative to traditional board portals and is geared toward startups and growth-stage companies, with thousands of CEOs and board members using it. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Zeck is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Zeck |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI-generated board minutes from agenda blocks, votes, and discussions |
| Standout feature | Compliance-oriented, structured meeting documentation | AI-assisted board update creation from reports and notes |
| Team usage | Pre-meeting prep pages with agendas and background | AI summaries of key takeaways from data and charts |
| Integrations | Automated follow-up emails with summaries and action items | Smart agendas and interactive, mobile-first board updates |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Pre-vote and digital voting with a centralized automated minutes book |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Real-time commenting across board materials |
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.
Zeck
Choose Zeck if you need preparing and distributing interactive board updates before a meeting — strengths include purpose-built to streamline board meeting prep, execution, and minutes.
FinScribe
Zeck
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Zeck is strong for preparing and distributing interactive board updates before a meeting. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Zeck is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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