.png)
Create Meeting Notes for free
Seamlessly integrate Fin Scribe's real-time note-taking with any CRM or calling platform, supporting in-person sessions and recordings. Our invisible assistant captures conversations and create meeting notes in your preferred format. Save 10+ hours weekly with Fin Scribe's AI note taker while ensuring comprehensive clinical documentation.
Sign up for a demo of the #1 accurate AI Note Taker
Push Your Meeting Notes & Client Data directly to your CRM with one click.
Finscribe sets the standard for deep CRM connectivity, working seamlessly with Salesforce, Redtail, Wealthbox etc. No matter what your setup looks like, Finscribe fits right in. Watch as your notes, tasks, and client information flow instantly from Finscribe to your CRM at the touch of a button.
.png)
Enterprise-grade data security while integrating with your current CRM.
Protect your client conversations with our security protocols while seamlessly connecting with your existing CRM system. Our military-level encryption and security measures ensure your sensitive financial data remains confidential and compliant, giving you peace of mind while streamlining your workflow..
Customizable Meeting Notes & Post Session Summary
Fully customizable meeting notes that perfectly mirror your preferred documentation style. Because every financial professional has unique needs, we make it simple to personalize your format, extract financial data into tables, and add custom formatting—ensuring your client meeting notes match the exact way you want them structured.
.png)
What is an AI Note Taker?
AI Note Taker is a revolutionary digital tool that automatically transforms client meetings, financial consultations, and investment strategy sessions into professionally formatted documentation. As the leading free AI note solution for financial advisors, Finscribe AI redefines how you manage and archive critical client records. is the #1 SOC 2 Type 2 Certified AI note taker that transcribes calls, summarizes them in customizable formats, and saves financial teams countless hours every week.
Is it safe?
Financial advisors often worry about compliance and legal risks when adopting new technology. Here’s how Finscribe AI addresses these critical concerns:
Compliance and Data Security:
We maintain strict compliance through enterprise-grade encryption. All session recordings are automatically deleted after note generation, eliminating data storage risks. Our zero-storage policy ensures your sessions never linger in any database.
Documentation Standards:
Finscribe AI is trained on industry-standard documentation formats and best practices for financial services. You always have full control with robust review and editing capabilities before finalizing any note, ensuring every document meets professional standards.
Liability Protection:
With our industry-leading accuracy rate, you always review and approve AI-generated notes before they’re finalized. This gives you full professional control while reducing potential liability risks associated with automated content.
Multi-National Compliance:
Our platform meets a wide range of international regulatory requirements, including GDPR, ensuring that your client data is protected no matter where you or your clients are based.
State-Specific Regulations:
Finscribe AI automatically adapts to state-specific documentation requirements, ensuring seamless compliance with local regulations wherever you practice.
By choosing Finscribe AI, you're opting for a solution that prioritizes security, compliance, and efficiency. With our zero-storage policy and comprehensive security measures, you can focus on delivering exceptional financial advice, confident that your documentation remains secure and compliant.
From independent advisors to multi-billion AUM RIAs and asset managers, Finscribe empowers financial teams of every size to work smarter and achieve more.
Frequently Asked Questions
FinScribe prioritizes client data security through multiple layers of protection, including end-to-end encryption for all data at rest and in transit. We maintain SOC2 Type II certification and follow recording-free note-taking practices, meaning meeting audio is discarded once notes are processed. Our security features include multi-factor authentication (MFA), single sign-on (SSO) integration, and robust access controls. We never use client data to train our AI models and automatically redact sensitive information like Social Security Numbers. FinScribe conducts regular independent security audits and provides comprehensive documentation to help you meet regulatory requirements.
Financial advisors typically save 25-30 minutes per client meeting using FinScribe's automated note-taking solution. This translates to approximately 25-30 days of reclaimed time annually for most advisors. Beyond time savings, FinScribe delivers more comprehensive and compliance-friendly documentation than manually produced notes. Our clients report that this improved documentation quality helps prevent compliance issues and provides valuable insights for performance improvement.
Getting started with FinScribe is remarkably simple. Most firms can be fully operational within minutes using our out-of-the-box integrations. The process involves logging into your FinScribe account, connecting your calendar and CRM systems through our settings page, and you're ready to go. Our Customer Success team provides personalized 1:1 training sessions and platform walkthroughs to ensure smooth adoption. For firms with custom integration needs, we offer dedicated support during the onboarding process. The IT setup typically takes less than 20 minutes, with straightforward guides provided for your technical team.
FinScribe seamlessly integrates with all major video conferencing platforms including Zoom, Microsoft Teams, Google Meet, and Webex. For virtual meetings, FinScribe joins as a note-taking participant to capture conversations. For in-person meetings, you can use our mobile app or web application to record and document discussions. FinScribe also offers robust integrations with popular CRM systems used by financial advisors, calendar applications, and document sharing platforms to create a comprehensive workflow solution.
FinScribe's AI technology delivers exceptional accuracy rates exceeding 95% for financial conversations. Our system is specifically trained to understand wealth management terminology and context, enabling it to capture nuanced financial discussions, client details, and action items with remarkable precision. The AI transforms conversations into structured, coherent summaries that highlight key information, making it easy for advisors to review and act upon meeting outcomes. The system continuously improves through refinement of our industry-specific models.