FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. aTrain: Open-source offline transcription tool from the University of Graz that turns recorded meetings and interviews into text using Whisper and speaker detection. 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 FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and aTrain when universities and public bodies needing gdpr-friendly local transcription matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Open-source offline transcription tool from the University of Graz that turns recorded meetings and interviews into text using Whisper and speaker detection.
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
aTrain is a free, open-source desktop application for offline speech transcription, developed by researchers at the Business Analytics and Data Science Center of the University of Graz in Austria. It provides a graphical interface around OpenAI's Whisper model (via the faster-whisper implementation) so users with no programming experience can transcribe recorded meetings, interviews, lectures, and other audio. Because all processing happens locally on the user's own computer, no audio or text is uploaded to any server, which makes it well suited to privacy-sensitive and GDPR-conscious environments such as universities, public institutions, and research teams. aTrain supports a wide range of languages and adds speaker detection through pyannote.audio so contributions from different participants can be separated. Transcripts can be exported in formats compatible with qualitative-analysis software such as MAXQDA, ATLAS.ti, and NVivo. It runs on Windows (including a Microsoft Store distribution) with GPU acceleration on NVIDIA hardware, and is distributed under the AGPL-3.0 license. It is best for researchers, academics, and organizations that need accurate, local, no-cloud transcription of recorded conversations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); aTrain is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | aTrain |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Offline, fully local transcription with no data leaving the device |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Built on OpenAI Whisper via the faster-whisper engine |
| Team usage | Recording and transcription of phone calls and in-person meetings | Speaker detection/diarization using pyannote.audio |
| Integrations | Mobile app for capturing in-person meetings | Exports compatible with MAXQDA, ATLAS.ti, and NVivo |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Graphical interface requiring no programming skills |
| Best-fit workflow | Client mood and sentiment insights | NVIDIA GPU acceleration support |
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.
aTrain
Choose aTrain if you need researchers transcribing recorded interviews for qualitative analysis — strengths include free and open source under agpl-3.0.
FinMate AI
aTrain
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while aTrain is strong for researchers transcribing recorded interviews for qualitative analysis. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and aTrain 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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