FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. ZMEETING: AI meeting-minutes service by Hmcomm that automatically transcribes Zoom and Microsoft Teams meetings, identifies speakers, and supports multilingual transcription. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and ZMEETING when department-wide meeting transcription deployments matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
AI meeting-minutes service by Hmcomm that automatically transcribes Zoom and Microsoft Teams meetings, identifies speakers, and supports multilingual transcription.
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
ZMEETING is an AI meeting-minutes tool developed by Hmcomm Co., Ltd., a Japanese company that originated from a national research institute and uses its own speech-recognition technology. The service automatically transcribes both online and in-person conversations, with the vendor reporting speech-recognition accuracy of over 90 percent. ZMEETING integrates with web conferencing platforms including Zoom and Microsoft Teams to join and transcribe meetings, and it supports real-time speech-to-text with speaker identification on higher-tier plans. Beyond transcription, the platform offers automatic filler-word removal, a custom dictionary for specialized terminology, and multilingual transcription and translation across Japanese, English, and additional languages such as Chinese, Korean, and others depending on plan and options. Higher-tier licenses add features like speaker-emotion recognition and quantified meeting-atmosphere analysis. ZMEETING runs in modern browsers on Windows and macOS and supports login via Google and Microsoft accounts, with various storage integrations. It is licensed by the number of simultaneous meetings rather than per user, making it suited to department-wide deployment. The product is actively maintained, with company updates dated through 2025. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); ZMEETING is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | ZMEETING |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Automatic transcription of Zoom and Microsoft Teams meetings |
| Standout feature | Compliance-oriented, structured meeting documentation | Speaker identification on higher-tier plans |
| Team usage | Pre-meeting prep pages with agendas and background | Multilingual transcription and translation (Japanese, English, and more) |
| Integrations | Automated follow-up emails with summaries and action items | Custom dictionary for specialized terminology |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Automatic filler-word removal |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Emotion recognition and meeting-atmosphere analysis on upper tiers |
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.
ZMEETING
Choose ZMEETING if you need automatically generating minutes for zoom or teams calls — strengths include proprietary speech-recognition technology from a research-derived vendor.
FinScribe
ZMEETING
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while ZMEETING is strong for automatically generating minutes for zoom or teams calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and ZMEETING 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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