Your AI-Powered Meeting Notes for Financial Advisors
Record your meeting. Get clean, structured, advisor-grade notes in seconds — ready for clients and your CRM.
Integrates with your existing CRMs
AES-256 encryption
HIPAA-Compliant & Secure
Integrates with your existing CRMs
AES-256 encryption
HIPAA-Compliant & Secure
Integrates with your existing CRMs
AES-256 encryption
HIPAA-Compliant & Secure
Trusted by 15,000+ Wealth and Financial advisors
HIPAA Compliant
SOC 2 Certified
99.9% Uptime
HIPAA Compliant
SOC 2 Certified
99.9% Uptime
HIPAA Compliant
SOC 2 Certified
99.9% Uptime
Spend More Time with Clients, Not Paperwork
AI Assist
Save up to 3 hours a day with real-time AI transcription and Purpose-Built for Financial Conversations.
Generate summary
Accurate, secure, and compliant.
Structured outputs designed for advisors
AI Assist
Save up to 3 hours a day with real-time AI transcription and Purpose-Built for Financial Conversations.
Generate summary
Accurate, secure, and compliant.
Structured outputs designed for advisors
AI Assist
Save up to 3 hours a day with real-time AI transcription and Purpose-Built for Financial Conversations.
Generate summary
Accurate, secure, and compliant.
Structured outputs designed for advisors
AI-Powered Notes
AI-Powered Notes
LTC Planning
LTC Planning
Portfolio Review Calls
Portfolio Review Calls
Time saving
Time saving
CRM Integration
CRM Integration
Risk Scores
Risk Scores
AI-Powered Notetaker Built for Advisors
Structured Outputs Built for Advisory Workflows
Our AI understands financial conversations, from portfolio reviews to retirement planning and converts them into clear, actionable notes.
Accurate across accents and noise
Accurate across accents and noise
Speaker identification (advisor vs. Client)
Speaker identification (advisor vs. Client)
Fast and reliable
Fast and reliable
Structured Outputs Built for Advisory Workflows
Our AI understands financial conversations, from portfolio reviews to retirement planning and converts them into clear, actionable notes.
Accurate across accents and noise
Speaker identification (advisor vs. Client)
Fast and reliable
Real-Time Understanding
AI captures the entire conversation and creates accurate summaries without interrupting the flow of your meeting.
Auto-filled financial templates
Auto-filled financial templates
Review, edit, and approve in seconds
Review, edit, and approve in seconds
Real-Time Understanding
AI captures the entire conversation and creates accurate summaries without interrupting the flow of your meeting.
Auto-filled financial templates
Review, edit, and approve in seconds
Seamless CRM Integration
Connect directly to your workflow with secure APIs
One-click export to CRMs
One-click export to CRMs
Portable and compliant across systems
Portable and compliant across systems
No format issues. Everything stays organized.
No format issues. Everything stays organized.
Seamless CRM Integration
Connect directly to your workflow with secure APIs
One-click export to CRMs
Portable and compliant across systems
No format issues. Everything stays organized.
Data-Driven Tools for Smarter Advising
Custom Integration
Generate Follow-up Emails
Custom Integration
Generate Follow-up Emails
Custom Integration
Generate Follow-up Emails
%
Less Time on Notes
FinScribing cuts post-meeting admin dramatically by generating summaries, action items, and compliance notes automatically.
%
Less Time on Notes
FinScribing cuts post-meeting admin dramatically by generating summaries, action items, and compliance notes automatically.
%
Less Time on Notes
FinScribing cuts post-meeting admin dramatically by generating summaries, action items, and compliance notes automatically.
%
Accuracy
Reducing manual errors and ensuring every conversation is documented clearly.
%
Accuracy
Reducing manual errors and ensuring every conversation is documented clearly.
%
Accuracy
Reducing manual errors and ensuring every conversation is documented clearly.
/7
Support
Whether it’s day or night, our support system always on
/7
Support
Whether it’s day or night, our support system always on
/7
Support
Whether it’s day or night, our support system always on
From Meeting to Summary in Minutes
Capture Conversations
Record your meeting or invite the AI directly. Works with Zoom, Google Meet, Teams, and manual uploads.
Capture Conversations
Record your meeting or invite the AI directly. Works with Zoom, Google Meet, Teams, and manual uploads.
Capture Conversations
Record your meeting or invite the AI directly. Works with Zoom, Google Meet, Teams, and manual uploads.
Generate Notes
The system identifies goals, decisions, updates, and tasks with financial context.
Generate Notes
The system identifies goals, decisions, updates, and tasks with financial context.
Generate Notes
The system identifies goals, decisions, updates, and tasks with financial context.
Review & Analyze
Receive a full summary with action items, insights, and compliance notes — ready for your CRM or next steps.
Review & Analyze
Receive a full summary with action items, insights, and compliance notes — ready for your CRM or next steps.
Review & Analyze
Receive a full summary with action items, insights, and compliance notes — ready for your CRM or next steps.
Optimize and Scale
HIPAA-compliant, data-secure, and built to handle growing client volumes effortlessly.
Optimize and Scale
HIPAA-compliant, data-secure, and built to handle growing client volumes effortlessly.
Optimize and Scale
HIPAA-compliant, data-secure, and built to handle growing client volumes effortlessly.
From Visit to Note in Just few Steps
Record the Visit
Start your consultation, and FinScribing listens securely in real time.
Record the Visit
Start your consultation, and FinScribing listens securely in real time.
Record the Visit
Start your consultation, and FinScribing listens securely in real time.
Generate the Note
AI transforms the conversation into structured notes.
Generate the Note
AI transforms the conversation into structured notes.
Generate the Note
AI transforms the conversation into structured notes.
Review & Save
Quickly read & approve — compliant, accurate, ready.
Review & Save
Quickly read & approve — compliant, accurate, ready.
Review & Save
Quickly read & approve — compliant, accurate, ready.
Generate Follow-up Emails
If your day includes client meetings, financial analysis, and documentation, this tool replaces the admin work instantly.
Generate Follow-up Emails
If your day includes client meetings, financial analysis, and documentation, this tool replaces the admin work instantly.
Generate Follow-up Emails
If your day includes client meetings, financial analysis, and documentation, this tool replaces the admin work instantly.
Built with Advisors, for Advisors
4.9/5
"I no longer spend evenings writing notes. fin.scribing.io handles everything."
James F
Financial Planner, Austin
"I no longer spend evenings writing notes. fin.scribing.io handles everything."
James F
Financial Planner, Austin
"I no longer spend evenings writing notes. fin.scribing.io handles everything."
James F
Financial Planner, Austin
"The accuracy is impressive. Every key detail shows up exactly where I need it."
B Clinton
Wealth Advisor, New York
"The accuracy is impressive. Every key detail shows up exactly where I need it."
B Clinton
Wealth Advisor, New York
"The accuracy is impressive. Every key detail shows up exactly where I need it."
B Clinton
Wealth Advisor, New York
"I used to spend hours typing. Now, notes are ready before my client even leaves. Game-changer."
Harry J
Financial Planner, New Jersey
"I used to spend hours typing. Now, notes are ready before my client even leaves. Game-changer."
Harry J
Financial Planner, New Jersey
"I used to spend hours typing. Now, notes are ready before my client even leaves. Game-changer."
Harry J
Financial Planner, New Jersey
Find the right plan for your needs
Supporters receive a 30% discount on early access plus an extra 20% off the yearly plan.
Monthly
Yearly
SAVE 20%
Enterprise
For RIA teams and firms.
Custom Pricing
Features Included:
Custom pricing for teams.
Unlimited Sessions
Summarize calls
14-day free trial
Draft follow-up email
Custom Templates
HIPAA–certified and compliant
Full control over data
24/7 priority support
Most Popular
Pro Unlimited
Ideal for For solo advisors, small teams.
$49
/month
Features Included:
Unlimited Sessions
Summarize calls
14-day free trial
Draft follow-up email
Custom Templates
HIPAA–certified and compliant
Full control over data
24/7 priority support
Monthly
Yearly
Enterprise
For RIA teams and firms.
Custom Pricing
Features Included:
Custom pricing for teams.
Unlimited Sessions
Summarize calls
14-day free trial
Draft follow-up email
Custom Templates
HIPAA–certified and compliant
Full control over data
24/7 priority support
Most Popular
Pro Unlimited
Ideal for For solo advisors, small teams.
$49
/month
Features Included:
Unlimited Sessions
Summarize calls
14-day free trial
Draft follow-up email
Custom Templates
HIPAA–certified and compliant
Full control over data
24/7 priority support
Monthly
Yearly
SAVE 20%
Enterprise
For RIA teams and firms.
Custom Pricing
Features Included:
Custom pricing for teams.
Unlimited Sessions
Summarize calls
14-day free trial
Draft follow-up email
Custom Templates
HIPAA–certified and compliant
Full control over data
24/7 priority support
Most Popular
Pro Unlimited
Ideal for For solo advisors, small teams.
$49
/month
Features Included:
Unlimited Sessions
Summarize calls
14-day free trial
Draft follow-up email
Custom Templates
HIPAA–certified and compliant
Full control over data
24/7 priority support
Frequently Asked Questions
What is FinScribing?
It generates advisor-ready meeting notes, summaries, and action items automatically from your client conversations.
How accurate is the transcription?
Is there a free trial available?
Is my data secure?
What is FinScribing?
It generates advisor-ready meeting notes, summaries, and action items automatically from your client conversations.
How accurate is the transcription?
Is there a free trial available?
Is my data secure?
What is FinScribing?
It generates advisor-ready meeting notes, summaries, and action items automatically from your client conversations.
How accurate is the transcription?
Is there a free trial available?
Is my data secure?
Automate Financial notes with AI precision
If your day includes client meetings, financial analysis, and documentation, this tool replaces the admin work instantly.
Automate Financial notes with AI precision
If your day includes client meetings, financial analysis, and documentation, this tool replaces the admin work instantly.
Automate Financial notes with AI precision
If your day includes client meetings, financial analysis, and documentation, this tool replaces the admin work instantly.