FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. ibisScribe: Japanese browser-based AI meeting minutes tool from Ibis Inc. that transcribes, identifies speakers, and auto-generates summaries without installing an app or adding a bot. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and ibisScribe when teams that prefer microphone capture over installing a meeting bot matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Japanese browser-based AI meeting minutes tool from Ibis Inc. that transcribes, identifies speakers, and auto-generates summaries without installing an app or adding a bot.
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
ibisScribe is an AI meeting minutes service developed by the Japanese company Ibis Inc. (株式会社アイビス). It is designed to be used directly in a web browser, with no app installation and no meeting bot required, capturing audio from a laptop microphone for in-person meetings or from web conferencing systems for online meetings. The tool performs AI speech recognition to transcribe discussions in real time, automatically recognizes and links speakers to their statements, and generates AI summaries when recording ends. Completed minutes can be exported in Word format, and the service includes a customizable dictionary for industry-specific terminology as well as adjustable prompts that shape how summaries are written. ibisScribe also offers real-time translation across many languages, plus sharing and permission management for distributing minutes within an organization. It is operated by a company holding ISO/IEC 27001 certification and Privacy Mark accreditation, which is positioned as a security and compliance assurance for business users in Japan. The service is actively operating, offers a free trial, and is sold on per-account monthly plans, with access to the company's related cloud storage and workspace services. It is positioned for Japanese businesses that want streamlined, browser-only meeting documentation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); ibisScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | ibisScribe |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Browser-based transcription with no app install and no meeting bot required |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time AI speech recognition for in-person and web meetings |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic speaker identification linking statements to speakers |
| Integrations | Mobile app for capturing in-person meetings | AI-generated summaries with adjustable summarization prompts |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Word-format export of completed minutes |
| Best-fit workflow | Client mood and sentiment insights | Customizable terminology dictionary and multi-language translation |
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.
ibisScribe
Choose ibisScribe if you need japanese businesses needing compliant, browser-only meeting minutes — strengths include no bot or installation needed, which simplifies setup and privacy review.
FinMate AI
ibisScribe
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while ibisScribe is strong for japanese businesses needing compliant, browser-only meeting minutes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and ibisScribe 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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