Exemplary AI: AI transcription and content-repurposing tool that turns podcasts, webinars, interviews, and videos into transcripts, subtitles, clips, and written summaries. 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 Exemplary AI when transcribing and captioning podcasts, webinars, and recorded interviews matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Try them side by side on real calls before deciding — needs vary by team.
AI transcription and content-repurposing tool that turns podcasts, webinars, interviews, and videos into transcripts, subtitles, clips, and written summaries.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Exemplary AI is a transcription and content-repurposing platform for long-form audio and video. Users upload a recording or import one, and Exemplary AI produces a transcript, then offers tools to convert that recording into subtitles, short clips, summaries, show notes, chapters, and blog posts. The transcription handles audio and video across a large number of languages and can generate subtitles and translations, making it usable for accessibility and multilingual distribution. Beyond raw transcription, the platform includes an AI writer and chat that work against the transcript so users can ask questions or generate written content from the conversation, plus lightweight video editing such as trimming, removing filler words, adding B-roll, and styling captions. Exemplary AI markets dedicated workflows for podcasts, webinars, and academic recordings, and the transcription and captioning features apply equally to recorded interviews and meetings. It is aimed at content creators, marketers, educators, and businesses that want to extract transcripts, captions, and repurposed assets from their recorded spoken content. 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
Exemplary 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 | Exemplary AI | FinMate AI |
|---|---|---|
| Core capability | Transcription of audio and video with high stated accuracy | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Subtitles and translations across more than 100 languages | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | AI writer and chat that generate content and answer questions from the transcript | Recording and transcription of phone calls and in-person meetings |
| Integrations | Short-clip generation from long recordings for social video | Mobile app for capturing in-person meetings |
| Languages & capture | Video editing tools including trimming, filler-word removal, and caption styling | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Dedicated transcription workflows for podcasts, webinars, and academic recordings | Client mood and sentiment insights |
Exemplary AI
Choose Exemplary AI if you need transcribing and captioning podcasts, webinars, and recorded interviews — strengths include combines transcription, captioning, and content repurposing in one tool.
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.
Exemplary AI
FinMate AI
It depends on your workflow. Exemplary AI is strong for transcribing and captioning podcasts, webinars, and recorded interviews, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Exemplary 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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