Is Descript or FinMate AI better for AI meeting notes?

It depends on your workflow. Descript is strong for editing podcasts and videos by editing the transcript, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.

How do Descript and FinMate AI compare on price?

Descript 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.

Can I use both Descript and FinMate AI?

Yes. Many teams run more than one meeting assistant when the workflows are complementary.

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Descript vs FinMate AI

Descript: Video/podcast editor with transcription and meeting recording 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 tools

Final recommendation

Shortlist Descript when editing podcasts and videos by editing the transcript 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.

Descript

CustomAI Meeting Assistants

Video/podcast editor with transcription and meeting recording

Automatic transcription of imported or recorded audio and videoMultitrack audio and video editingOne-click caption and subtitle generation

Details Visit

FinMate AI

CustomAI Meeting Assistants

AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.

Client mood and sentiment insights

About Descript

Descript is an audio and video editing platform built around text-based editing, where the spoken content of a recording is automatically transcribed and the resulting transcript becomes the primary way to edit the media. When users import or record audio and video, Descript generates a transcript that they can read, search, and edit, with changes to the text reflected in the underlying recording. The platform also offers one-click caption and subtitle generation so the transcribed words can be displayed on screen and styled to match a project. In addition to transcription and captions, Descript provides features for podcast and video production, including multitrack editing, screen recording, and AI-assisted tools. Because editing the transcript edits the media, it is especially useful for podcasters, video creators, and teams who want to cut filler, rearrange segments, or repurpose content without working frame by frame. Descript is aimed at content creators, marketers, educators, and teams who want transcription, captions, and editing combined in a single workflow. Pricing varies by plan. Check the official website for current pricing.

Best suited for

Editing podcasts and videos by editing the transcript
Generating captions and subtitles for published content
Producing searchable transcripts from recorded sessions

About FinMate AI

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

Documenting discovery and annual review meetings for advisory records
Capturing in-person and phone client conversations via the mobile app
Syncing structured meeting notes and tasks into an advisor CRM

Feature	Descript	FinMate AI
Core capability	Automatic transcription of imported or recorded audio and video	Note-taking structured by advisor meeting types such as discovery and review
Standout feature	Text-based editing where editing the transcript edits the media	Support for Zoom, Microsoft Teams, Google Meet, and Webex
Team usage	One-click caption and subtitle generation	Recording and transcription of phone calls and in-person meetings
Integrations	Multitrack audio and video editing	Mobile app for capturing in-person meetings
Languages & capture	Screen and audio recording built in	CRM integration with Redtail, Salesforce, and Wealthbox
Best-fit workflow	Automatic transcription of imported or recorded audio and video	Client mood and sentiment insights

Descript vs FinMate AI

About Descript

About FinMate AI

Pricing comparison

Feature table

Best for

Pros & cons

FAQ

Is Descript or FinMate AI better for AI meeting notes?

How do Descript and FinMate AI compare on price?

Can I use both Descript and FinMate AI?

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