FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Konch: AI transcription service with optional human review and a dedicated AI meeting assistant. 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 Konch when converting interviews and podcasts into editable text 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.
AI transcription service with optional human review and a dedicated AI meeting assistant.
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
Konch is an AI transcription service that converts audio and video to text and offers an optional layer of professional human review for higher accuracy. It supports a broad set of languages and provides translation of transcripts into many additional languages, making it usable for multilingual content. For meetings specifically, Konch offers an AI meeting assistant called KonchMate that handles meeting transcription and note-taking. The platform includes an in-browser editor for refining transcripts, multiple export formats for moving content into other tools, and generative-AI features for summarization and content generation from transcribed material. Users can rely on the automated AI output for fast results or request human-reviewed transcripts that are completed within a defined turnaround window when higher accuracy is needed. Konch emphasizes data protection with GDPR compliance and encrypted transfers, and it positions itself for use cases such as interviews, podcasts, lectures, and meetings. It is suited to individuals and teams that want a transcription tool with both self-serve AI processing and an option to escalate to human-verified output, plus a dedicated assistant for capturing meeting notes. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Konch is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Konch |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI transcription for audio and video across many languages |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Optional human-reviewed transcripts for higher accuracy |
| Team usage | Recording and transcription of phone calls and in-person meetings | KonchMate AI meeting assistant for note-taking |
| Integrations | Mobile app for capturing in-person meetings | Translation of transcripts into additional languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Built-in transcript editor and multiple export formats |
| Best-fit workflow | Client mood and sentiment insights | Generative-AI summarization tools |
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.
Konch
Choose Konch if you need transcribing meetings and generating summarized notes — strengths include choice between fast ai output and human-verified accuracy.
FinMate AI
Konch
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Konch is strong for transcribing meetings and generating summarized notes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Konch 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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