Castmagic: AI content platform that transcribes podcasts, videos, and recorded meetings with speaker diarization and turns them into show notes, summaries, and other assets. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Castmagic when transcribing podcast episodes and generating show notes and summaries matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Run both through a week of actual calls to see which suits your workflow.
AI content platform that transcribes podcasts, videos, and recorded meetings with speaker diarization and turns them into show notes, summaries, and other assets.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Castmagic is an AI-powered content platform that transforms recorded audio and video into transcripts and a range of derived content. After a file is uploaded or imported, Castmagic transcribes it with speaker diarization and then automatically generates summaries, show notes, timestamps, titles, social media posts, newsletters, and other assets from the same recording. The platform integrates with sources including YouTube, Apple Podcasts, Google Drive, and Zoom, so recorded meetings and interviews can flow directly into a workspace for processing alongside podcast episodes. Castmagic includes semantic search across a media library, brand-voice customization, reusable templates, and commenting and approval workflows aimed at teams and agencies that manage content for multiple brands. While its marketing centers on podcasters and creators, the transcription, speaker labeling, and summary features make it applicable to meeting and interview recordings as well. It is intended for content teams, marketing agencies, podcasters, coaches, and sales organizations that want to convert recorded conversations into transcripts and repurposed written content rather than only a raw transcript. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is an AI meeting notetaker designed specifically for financial advisors, marketed as built by advisors for advisors. It captures detailed client meeting notes and organizes them according to advisor-specific meeting types such as discovery and review meetings, then pushes notes and tasks into the advisor's CRM and can help transfer data into financial planning software. FinMate works across virtual meeting platforms including Zoom, Microsoft Teams, Google Meet, and Webex, and it also supports recording and transcribing phone calls and in-person meetings, with a mobile app available on the Apple App Store for capturing in-person conversations. The company highlights compliance and security with SOC 2 Type 2 certification, US-based data storage, AES-256 encryption, customizable data retention, and a commitment not to train its AI on user data. Beyond raw notes, FinMate offers client-mood and sentiment insights and can help pre-fill forms. It integrates with advisor CRMs including Redtail, Salesforce, and Wealthbox. The product is positioned to give advisors back several hours per week by automating documentation and post-meeting workflows. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Castmagic is a free tier with paid upgrades (freemium); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Castmagic | FinMate AI |
|---|---|---|
| Core capability | Transcription of audio and video with speaker diarization | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Automatic generation of summaries, show notes, titles, and timestamps | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Repurposing of recordings into social posts, newsletters, and blog content | Recording and transcription of phone calls and in-person meetings |
| Integrations | Direct import from sources including YouTube, Google Drive, and Zoom | Mobile app for capturing in-person meetings |
| Languages & capture | Semantic search across a media library of past recordings | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Multi-brand workspaces with templates and approval workflows for teams | Client mood and sentiment insights |
Castmagic
Choose Castmagic if you need transcribing podcast episodes and generating show notes and summaries — strengths include goes beyond transcription to produce ready-to-use written content from recordings.
FinMate AI
Choose FinMate AI if you need documenting discovery and annual review meetings for advisory records — strengths include designed around financial advisor meeting types and terminology.
Castmagic
FinMate AI
It depends on your workflow. Castmagic is strong for transcribing podcast episodes and generating show notes and summaries, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Castmagic is a free tier with paid upgrades and FinMate AI 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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