FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Good Tape when podcasters producing editable transcripts and subtitles with speaker labels matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries.
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
Good Tape is an automated AI transcription platform that turns audio and video recordings into text across more than 100 languages and accents. It is positioned for journalists, newsrooms, academics, podcasters, legal and consulting professionals, and content creators, and explicitly supports interviews, meetings, podcasts, lectures, and webinars. Users upload files or record directly through its iOS and Android app, which captures high-quality audio and syncs automatically for transcription. The web editor offers synced audio playback that highlights the current word as you read, color-coded speaker labels to distinguish participants, and a one-click AI Summaries feature that generates a clean overview of key points from a transcript. Recordings can be grouped into collections by topic, client, or date, shared with colleagues, and annotated with notes attached to specific moments. Bulk uploading lets teams process many files at once, and transcripts can be exported as subtitle files such as .srt or .vtt for platforms like YouTube and Vimeo. Good Tape emphasizes privacy and compliance: servers are located in the EU, it is GDPR compliant and ISO 27001 certified, files are auto-deleted unless retained, and the company states it never trains its models on user files. Free and paid tiers are available. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Good Tape is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Good Tape |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI transcription supporting 100+ languages and accents |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Color-coded speaker labels (diarization) |
| Team usage | Recording and transcription of phone calls and in-person meetings | One-click AI summaries of key points |
| Integrations | Mobile app for capturing in-person meetings | Synced audio playback that highlights words during editing |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Bulk uploading and collections for organizing recordings |
| Best-fit workflow | Client mood and sentiment insights | Team sharing and timestamped notes for collaboration |
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.
Good Tape
Choose Good Tape if you need journalists transcribing recorded interviews with source privacy in mind — strengths include strong privacy and compliance posture (eu servers, gdpr, iso 27001, no model training on user files).
FinMate AI
Good Tape
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Good Tape is strong for journalists transcribing recorded interviews with source privacy in mind. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Good Tape is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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