Dicte: Privacy-focused AI meeting assistant that records, transcribes, and summarizes meetings and voice notes on mobile and desktop. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Dicte when executives capturing and summarizing in-person and virtual meetings 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.
Privacy-focused AI meeting assistant that records, transcribes, and summarizes meetings and voice notes on mobile and desktop.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Dicte is an AI meeting assistant developed by Livdeo SAS, a France-based company, designed to capture and process both in-person and virtual meetings as well as personal voice notes. Users start a recording with one tap, and Dicte applies speech recognition with speaker identification to produce a transcript, then generates summaries, action items, and structured documents such as meeting minutes from the spoken content. It offers customizable AI processing tools (referred to as SKILLs) for outputs like two-page or detailed minutes, SWOT analysis, and project-oriented reports, and supports multiple languages. A defining characteristic of Dicte is its emphasis on data protection: audio is recorded locally on the device and only temporarily transferred to Dicte-operated servers in Paris for transcription before being deleted, with transcript pseudonymization applied before AI processing and an on-premises Edge AI option (DicteBOX) for enterprise use. Dicte is aimed at business executives, meeting leaders, and organizations with strict privacy or compliance requirements, and is available across iOS, Android, web, and desktop builds for Windows and macOS. 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
Dicte 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 | Dicte | FinMate AI |
|---|---|---|
| Core capability | One-tap recording for in-person and virtual meetings | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Speech recognition with speaker identification | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | AI-generated summaries, action items, and meeting minutes | Recording and transcription of phone calls and in-person meetings |
| Integrations | Customizable AI processing tools (SKILLs) such as SWOT and project reports | Mobile app for capturing in-person meetings |
| Languages & capture | Multilingual transcription support | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Privacy-focused processing with local audio storage and post-processing deletion | Client mood and sentiment insights |
Dicte
Choose Dicte if you need executives capturing and summarizing in-person and virtual meetings — strengths include strong privacy and data-protection design with eu-based processing.
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.
Dicte
FinMate AI
It depends on your workflow. Dicte is strong for executives capturing and summarizing in-person and virtual meetings, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Dicte 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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