CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CreateWise AI when turning podcast episodes into transcripts, show notes, and chapters matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
CreateWise AI is a web-based platform that automates podcast post-production and content repurposing. Users upload an audio or video file, paste a YouTube link, or import via RSS feed, and the tool generates fully editable transcripts with speaker diarization. From a single episode it produces show notes, AI-generated summaries, chapter segmentation formatted for platforms like Spotify and YouTube, SEO-oriented keywords and metadata, and highlight clips sized for TikTok, Instagram, and YouTube. Its AI audio editing detects and removes filler words such as "um" and "uh" along with long silences. The product is aimed at podcasters, content creators, and marketing teams who want to turn long-form recordings into multiple distribution-ready assets with minimal manual editing. It is offered as a self-serve web application with a free tier and paid subscription plans. Note that CreateWise focuses on recorded podcast audio rather than live meetings; it does not join video calls or provide a real-time meeting recording bot, but its transcription and notes capabilities overlap with the meeting-assistant category.
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
CreateWise AI 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 | CreateWise AI | FinMate AI |
|---|---|---|
| Core capability | Editable transcripts with speaker diarization | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Auto-generated show notes and episode summaries | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Chapter segmentation for Spotify and YouTube | Recording and transcription of phone calls and in-person meetings |
| Integrations | AI highlight clip generation for TikTok, Instagram, and YouTube | Mobile app for capturing in-person meetings |
| Languages & capture | Automatic removal of filler words and silences | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Audio import via file upload, YouTube link, or RSS feed | Client mood and sentiment insights |
CreateWise AI
Choose CreateWise AI if you need turning podcast episodes into transcripts, show notes, and chapters — strengths include repurposes one recording into multiple content assets in one workflow.
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.
CreateWise AI
FinMate AI
It depends on your workflow. CreateWise AI is strong for turning podcast episodes into transcripts, show notes, and chapters, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
CreateWise AI 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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