FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. InnoCaption: InnoCaption is a real-time call and meeting captioning service for people with hearing loss, providing live captions for phone calls and video conferences via mobile apps and the web. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and InnoCaption when making and receiving captioned phone calls independently 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.
InnoCaption is a real-time call and meeting captioning service for people with hearing loss, providing live captions for phone calls and video conferences via mobile apps and the web.
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
InnoCaption is a captioning service built for deaf and hard-of-hearing users in the United States that displays real-time text of what others say during phone calls and video meetings. Users speak with their own voice and read captions generated either by live human stenographers or by automated speech recognition, switching between the two as needed. The mobile apps run on iOS and Android phones and tablets, and InnoCaption Web brings captioning to a browser. For virtual meetings, the InnoCaption Bot can join Zoom, Google Meet, Microsoft Teams, and Webex calls from a pasted meeting link, showing live captions with speaker identification; a dial-in method is also supported. Past call and meeting transcripts are saved and can be reviewed, emailed, or shared via a live-caption link that others open in any browser without logging in. The service is FCC-certified and funded through the federal Telecommunications Relay Services Fund. It is aimed at individuals with hearing loss who need accessible phone and meeting communication.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); InnoCaption is free (free). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | InnoCaption |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time captioning of phone calls and video meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Choice of live human stenographers or automated speech recognition |
| Team usage | Recording and transcription of phone calls and in-person meetings | InnoCaption Bot joins Zoom, Google Meet, Microsoft Teams, and Webex with speaker identification |
| Integrations | Mobile app for capturing in-person meetings | InnoCaption Web for captioning calls and meetings in a browser |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Saved call and meeting transcripts that can be reviewed or emailed |
| Best-fit workflow | Client mood and sentiment insights | Shareable live-caption link viewable in any browser without login |
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.
InnoCaption
Choose InnoCaption if you need captioning work video meetings on zoom, teams, meet, or webex for hard-of-hearing participants — strengths include free to eligible users, funded by the fcc telecommunications relay services fund.
FinMate AI
InnoCaption
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while InnoCaption is strong for captioning work video meetings on zoom, teams, meet, or webex for hard-of-hearing participants. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and InnoCaption is free. 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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